Trusts & IHT Associate Director

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 rare opportunity for a senior Trusts and Tax professional to join the multi award-winning Private Client team of a high-profile accountancy firm.

This is a strategic appointment working closely with some of London's most respected Private Client Tax Partners.
The role is advisory focused and will involve a number of key elements:

• Provision of ad hoc trust planning advice (both on and offshore trusts), requiring strong trust taxation, structuring and accounting knowledge.
• Advising on succession-planning for UHNW multi-generational families.
• Acting as a key technical resource for IHT planning matters.
• Performing very much a client-facing relationship management role.
• Acting as the principal point of contact for trustees and third party advisors.
• Overseeing a team of experienced and qualified trusts professional, their workload, profitability, development and training.
• Assisting partners with private client networking and business development initiatives.

The role would suit a CTA and/or STEP qualified Trusts & Tax Senior Manager seeking a new challenge and the opportunity to progress their career towards Director, within a firm where Private Client Services maintain an extremely high profile.

Salary dependent on experience but likely to be in the region £90k-£110k p.a.

To find out more about this opportunity please [e-mail] Ref 716

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