Trusts & IHT Associate Director

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

Job summary

A leading 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, leading a team of professionals, and managing client relationships. Ideal candidates will be CTA or STEP qualified and have strong expertise in trust taxation. The position offers a competitive salary between £90k and £110k per annum, along with opportunities for career advancement within a prestigious firm.

Qualifications

• Strong knowledge of trust taxation and offshore trusts.
• Experience in advising UHNW families on succession planning.
• Proven track record in client-facing roles.

Responsibilities

• Provide ad hoc trust planning advice.
• Act as a key technical resource for IHT planning matters.
• Oversee a team of trusts professionals.

Skills

Trust taxation

Succession planning

Client relationship management

Team leadership

Education

CTA 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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