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Tax Director - Trusts, Probate & IHT

St Albans Permanent View Job Description
An opportunity for an experienced Private client tax professional to join a well-established tax team as a Director focusing on Trusts, Probate, and Inheritance tax. This will be a key leadership position in team, managing these tax services and providing tax advise to a well established client base.
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  • Tax Director opportunity in a leading Accountancy firm
  • Leadership opportunity working with a well-established client base

About Our Client

Our client is a leading professional services firm with a particular focus on private client work, operating in the St Albans area. They focus on delivery high-quality services and pride themselves on their client care.

Job Description

The responsibilities of the Tax Director will include:

  • Managing a portfolio of Trust, Probate and Estate planning clients, including meeting with and onboarding new clients
  • Preparing & reviewing accounts and tax returns for trust & estates
  • Managing the probate process from start to finish
  • Providing strategic advise for Wills, Estate planning and IHT
  • Maintaining strong client relationships providing exceptional service and support
  • Team leadership; delegating & reviewing work for team members, as well providing training and mentoring
  • Supporting in business development for growth of the firm

The Successful Applicant

The successful candidate will have completed the CTA and/or STEP qualification, with a strong background in working with a private client and/or probate client portfolio, including experience of trusts & IHT. The successful candidate will in particular have experience in the probate process as this will be a key area of specialism in this role. The ability to build strong client relationships, manage multiple projects and line manage a small team will also be required.

What's on Offer

  • A competitive salary
  • Benefits package including life assurance & private medical
  • Pension scheme
  • Hybrid working

We encourage all suitable candidates to apply for this opportunity to lead and grow within the Tax department of a leading professional services firm.

Contact
Rachael Hanbury
Quote job ref
JN-102024-6572616
Phone number
+44 118 955 9053

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
St Albans
Contract type
Permanent
Consultant name
Rachael Hanbury
Consultant phone
+44 118 955 9053
Job reference
JN-102024-6572616