Back to search
We are pleased to be supporting a leading independent firm of accountants in Sheffield as they look to attract a private client tax specialist who will take on an advisory focused role within the firm.Your role will involve providing high-level strategic tax advice and guidance to individuals, families, and sometimes businesses with complex financial situations.This role would suit a CTA qualified individual, perhaps with the ambition to work towards becoming an equity partner in the future.
- Strategic Tax Planning: Developing and implementing tax strategies to minimize clients' tax liabilities while optimizing their overall financial position. This may involve estate planning, succession planning, wealth preservation, and asset protection strategies.
- Technical Expertise: Staying up to date with tax laws, regulations, and rulings, and applying this knowledge to provide innovative solutions to clients' tax challenges. This may involve researching complex tax issues, interpreting tax legislation, and providing guidance on compliance requirements.
- Client Relationship Management: Building and maintaining relationships with high-net-worth clients, understanding their financial goals, concerns, and preferences, and providing tailored tax advice to meet their needs.
Salary: £60,000 - £75,000IPS Finance has 40 years' experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit our website to view the latest accountancy / finance and practice opportunities.
