Trusts & IHT Associate Director – London

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 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.

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.