Senior Trusts & IHT Advisor – Private Client Leader

Taxation; Greater London; On-site; GBP 90,000 - 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 Private Client team. This pivotal role involves providing trust planning advice, overseeing a team, and managing client relationships. The ideal candidate will be CTA or STEP qualified, with experience in succession planning for high-net-worth families. Offering a competitive salary between £90k and £110k per annum, this position provides a unique opportunity for career progression towards a Director role.

Qualifications

• Strong knowledge in trust taxation and accounting.
• Experience in advising high-net-worth families.
• Proven client management skills.

Responsibilities

• Provide ad hoc trust planning advice for on and offshore trusts.
• Advise on succession planning for multi-generational families.
• Act as a key technical resource for IHT planning matters.
• Maintain client-facing relationships.
• Oversee a team of trusts professionals.
• Assist partners with business development initiatives.

Skills

Trust taxation

Succession planning

Client relationship management

Team oversight

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 Private Client team. This pivotal role involves providing trust planning advice, overseeing a team, and managing client relationships. The ideal candidate will be CTA or STEP qualified, with experience in succession planning for high-net-worth families. Offering a competitive salary between £90k and £110k per annum, this position provides a unique opportunity for career progression towards a Director role.