Strategic Trusts & IHT Lead – Private Client Advisory

Howells Consulting Ltd; Greater London; On-site; GBP 90,000 - 110,000; Full time

Job summary

A high-profile accountancy firm in Greater London is seeking a senior Trusts and Tax professional to join their award-winning Private Client team. This strategic role involves providing trust planning advice, managing client relationships, and overseeing a team of trusts professionals. Ideal candidates will be CTA and/or STEP qualified and ready to progress their career towards a Director position. Salary is competitive, likely ranging from £90k to £110k annually.

Qualifications

• Qualified as CTA and/or STEP for Trusts & Tax management.
• Strong knowledge of onshore and offshore trusts.
• Experience in client-facing advisory roles.

Responsibilities

• Provide ad hoc trust planning advice.
• Advise on succession planning for UHNW families.
• Manage client relationships and contacts for trust matters.
• Oversee workload and development of a team of trusts professionals.

Skills

Trust taxation knowledge

Client relationship management

Succession planning

Team leadership

Education

CTA and/or STEP qualification

Job description

A high-profile accountancy firm in Greater London is seeking a senior Trusts and Tax professional to join their award-winning Private Client team. This strategic role involves providing trust planning advice, managing client relationships, and overseeing a team of trusts professionals. Ideal candidates will be CTA and/or STEP qualified and ready to progress their career towards a Director position. Salary is competitive, likely ranging from £90k to £110k annually.