Trusts & IHT Associate Director

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 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 email [e-mail] Ref 716

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