Private Client Tax Director

4 weeks ago


St Albans Hertfordshire, United Kingdom LHH Recruitment Full time

As a pivotal part in our Tax Department, specifically within the Trusts, Probates division, you will provide non-contentious probate services via our trust corporation, aiming to expand through cross-referrals. You will collaborate with Private Client Partners, support the Head of Legal Services with regulatory matters under ICAEW accreditation, ensuring key deadlines, pricing transparency, and risk management.
Onboard clients, issue engagement letters, handle KYC, and act as main contact throughout probate.
Prepare IHT400 forms, submit to HMRC, and calculate inheritance tax due, advising on payment options.
Manage asset collection, prepare estate accounts, conduct beneficiary checks, and post Trustee Act Notices.
Arrange tax returns up to date of death and for estate administration period.
Support regulatory visits, instruct solicitors for legal deeds, and complete HMRC filings.



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