Trusts & IHT Associate Director – Private Client Leader

Taxation; Greater London; On-site; GBP 90,000 - GBP 110,000; Full time

Job summary

A high-profile accountancy firm in Greater London is looking for a Senior Trusts and Tax professional to join their award-winning Private Client team. This advisory-focused role involves providing high-level trust planning advice, managing client relationships, and mentoring a team of professionals. Suitable for a CTA/STEP qualified individual seeking career advancement toward a Director position. Competitive salary ranging from £90k to £110k p.a. based on experience.

Qualifications

• Strong trust taxation, structuring and accounting knowledge required.
• Experience in providing ad hoc trust planning advice.
• Proven track record in client-facing relationship management.

Responsibilities

• Provide trust planning advice for both on and offshore trusts.
• Advise on succession planning for UHNW families.
• Act as a key technical resource for IHT planning.

Skills

Trust taxation knowledge

Client relationship management

Succession planning

Advisory skills

Education

CTA and/or STEP qualification

Job description

A high-profile accountancy firm in Greater London is looking for a Senior Trusts and Tax professional to join their award-winning Private Client team. This advisory-focused role involves providing high-level trust planning advice, managing client relationships, and mentoring a team of professionals. Suitable for a CTA/STEP qualified individual seeking career advancement toward a Director position. Competitive salary ranging from £90k to £110k p.a. based on experience.