Back Posted: Jan 09 2025

Tax, Trusts & Probate Director

St. Albans, Hertfordshire , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

Director - Tax, Trusts & Probate (IHT Specialism)

Overview
This senior role focuses on trust taxation, non-contentious probate, and inheritance tax planning. The ideal candidate will manage client relationships, oversee compliance, and provide strategic estate planning advice.

Key Responsibilities

Advise clients on trusts, estate planning, and inheritance tax.
Oversee probate processes, including onboarding and compliance with regulations.
Manage client relationships and deliver exceptional service.
Prepare and review trust and estate accounts, tax returns, and related documentation.
Lead and mentor team members, delegating and reviewing work.
Support business development by identifying growth opportunities.Requirements

CTA and/or STEP qualified with a minimum of 5 years' experience in probate and private client work.
Strong knowledge of the probate process and trust compliance.About the Firm
A growing independent accountancy firm with a history of delivering trusted advice in private client tax and estate planning. The firm prioritises teamwork and client care, with a diverse client base and an international presence

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: January 9, 2025
Job id:. CV-334231
Position Type: Permanent
Applicants: 0
Views: 4

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