Tax Supervisor
4 days ago
Our client, a leading UK accountancy firm, is seeking a Tax & Trust Director with a specialism in probate and inheritance tax (IHT). This senior-level role focuses on delivering expert advice on complex probate and IHT matters while managing a diverse client portfolio, including high-net-worth individuals and trust beneficiaries. The ideal candidate will lead the team in providing both compliance and strategic advisory services, focusing on inheritance tax planning, estate administration, and trust structuring. Meet with prospective clients to discuss trust, probate, and estate planning services, scope out work requirements, and agree on pricing.
Oversee the onboarding process for new clients, including issuing engagement letters, setting terms of business, and managing KYC requirements.
Manage client relationships, delivering high-level service and support throughout the probate and trust compliance process and offering bespoke estate planning advice.
Delegate tasks, review team members' work, and provide training and mentorship.
Prepare and review estate accounts and estate tax returns.
Prepare and review trust accounts and trust tax returns, including managing Trust Registration Service requirements and assessing FATCA and CRS reporting where applicable.
Support business development initiatives, identifying growth opportunities within the practice.
Tools and Software:
CCH and Trust Accounts
Tolley’s Online, including the latest Tristram v Cootes edition
Proficiency in Microsoft Excel for estate accounts, as well as Microsoft Outlook and Word
Familiarity with CCH Practice Management Software and DocuSign (training available)
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Tax Supervisor
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