Probate/Private Client Tax Director
2 weeks ago
What you can expect from the role: 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. The important work you will be doing include, but not limited to: Meet with prospective clients to outline probate steps, initial requirements, and pricing. Onboard clients, issue engagement letters, handle KYC, and act as main contact throughout probate. Open files, follow procedures, and manage notifications to third parties. Coordinate estate valuations and liaise with partners for shareholder valuations or cross-border documentation. Prepare IHT400 forms, submit to HMRC, and calculate inheritance tax due, advising on payment options. Draft affidavits, submit applications, and correspond with HMRC as needed. 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. Administer estate funds, review costs, issue fee notes, and support team development. Attend CPD courses, contribute to business development, and monitor budget and WIP.The skills and experience you will bring: You will be CTA and STEP qualified, or nearing completion of STEP. Experience within a similar role. Motivated to take the next step in your career
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Private Client Tax Director
1 week ago
St Albans, Hertfordshire, United Kingdom Mercer & Hole Full timeJob Title: Private Client Tax DirectorAs a Private Client Tax Director at Mercer & Hole, you will be responsible for managing a team of professionals in providing probate and private client services to clients. Your expertise will be crucial in ensuring that our clients receive the highest level of service and support.Key Responsibilities:Manage a team of...
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Private Client Tax Director
2 weeks ago
St Albans, Hertfordshire, United Kingdom LHH Recruitment Full timeJob Title: Private Client Tax DirectorJob Summary:We are seeking a highly skilled Tax Director to join our team at LHH Recruitment. 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.Key...
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IHT, Trusts
4 weeks ago
St Albans, United Kingdom Michael Page Finance Full timeThe role of the IHT, Trusts & Probate Private Client Tax Director / Lawyer involves providing high-level tax advice and solutions to a diverse client base in the professional services industry. Client Details The firm is a respected player in the professional services sector, with a large team of over 200 staff members. Located in London and Hertfordshire,...
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Probate/Private Client Tax Director
2 weeks ago
St Albans, Hertfordshire, Hertfordshire, United Kingdom LHH Full timeWhat you can expect from the role: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...
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Tax Director
2 weeks ago
St Albans, United Kingdom Michael Page Finance Full timeAn 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. Client Details Our client is a leading professional...
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Probate/Private Client Tax Director
2 weeks ago
St Albans, United Kingdom CV-Library Full timeWhat you can expect from the role: 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...
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IHT, Trusts
1 week ago
St. Albans, United Kingdom Page Group UK Full timeThe role of the IHT, Trusts & Probate Private Client Tax Director / Lawyer involves providing high-level tax advice and solutions to a diverse client base in the professional services industry. Client Details The firm is a respected player in the professional services sector, with a large team of over 200 staff members. Located in London and Hertfordshire,...
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Private Client Tax Director
2 weeks ago
St Albans, Hertfordshire, United Kingdom LHH Recruitment Full timeAs 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...
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Tax Director/Lawyer
1 week ago
St Albans, Hertfordshire, United Kingdom Page Group UK Full timeJob SummaryThe role of the IHT, Trusts & Probate Private Client Tax Director / Lawyer involves providing high-level tax advice and solutions to a diverse client base in the professional services industry.
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Tax Director Lead
3 days ago
St Albans, Hertfordshire, United Kingdom Creative Tax Recruitment Full timeSenior Tax & Trust Director RoleWe are seeking a seasoned professional to lead and expand a thriving trust, probate, and inheritance tax practice. As Director of Tax, you will oversee the full lifecycle of trust, probate, and estate planning services, working directly with clients to scope, price, and onboard new cases.Estate Planning...
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Probate Tax Director
2 weeks ago
St Albans, Hertfordshire, United Kingdom LHH Recruitment Full timeJob Summary:We are seeking a highly skilled Probate Tax Director to join our Tax Department, specifically within the Trusts, Probates division. As a pivotal part of our team, you will provide non-contentious probate services via our trust corporation, aiming to expand through cross-referrals.Key Responsibilities:Meet with prospective clients to outline...
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Probate/Private Client Tax Director
1 week ago
Hertfordshire, United Kingdom LHH Full timeWhat you can expect from the role: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...
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Tax Director
4 weeks ago
St Albans, Hertfordshire, United Kingdom Michael Page Full timeJob Title: IHT, Trusts & Probate Private Client Tax Director / LawyerAt Michael Page, we are seeking a highly skilled and experienced Tax Director / Lawyer to join our team as an IHT, Trusts & Probate Private Client Tax Director / Lawyer. This is a fantastic opportunity for a dedicated professional to make a significant impact in the field of tax and legal...
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Tax Director
4 weeks ago
St Albans, Hertfordshire, United Kingdom Michael Page Full timeJob Title: IHT, Trusts & Probate Private Client Tax Director / LawyerAt Michael Page, we are seeking a highly skilled and experienced Tax Director / Lawyer to join our team as an IHT, Trusts & Probate Private Client Tax Director / Lawyer. This is a fantastic opportunity for a dedicated professional to make a significant impact in the field of tax and legal...
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Tax Director
4 weeks ago
St Albans, Hertfordshire, United Kingdom Michael Page Full timeJob Title: IHT, Trusts & Probate Private Client Tax Director / LawyerAt Michael Page, we are seeking a highly skilled and experienced IHT, Trusts & Probate Private Client Tax Director / Lawyer to join our team. As a key member of our tax services department, you will be responsible for providing high-level tax advice and solutions to our clients in the...
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Tax Director
4 weeks ago
St Albans, Hertfordshire, United Kingdom Michael Page Full timeJob Title: IHT, Trusts & Probate Private Client Tax Director / LawyerAt Michael Page, we are seeking a highly skilled and experienced IHT, Trusts & Probate Private Client Tax Director / Lawyer to join our team. As a key member of our tax services department, you will be responsible for providing high-level tax advice and solutions to our clients in the...
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Tax Director
4 weeks ago
St Albans, Hertfordshire, United Kingdom Michael Page Finance Full timeJob Title: IHT, Trusts & Probate Private Client Tax Director / LawyerAt Michael Page Finance, we are seeking a highly skilled and experienced IHT, Trusts & Probate Private Client Tax Director / Lawyer to join our team. As a key member of our tax and legal services department, you will be responsible for providing high-level tax advice and solutions to our...
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Tax Director
4 weeks ago
St Albans, Hertfordshire, United Kingdom Michael Page Finance Full timeJob Title: IHT, Trusts & Probate Private Client Tax Director / LawyerAt Michael Page Finance, we are seeking a highly skilled and experienced IHT, Trusts & Probate Private Client Tax Director / Lawyer to join our team. As a key member of our tax and legal services department, you will be responsible for providing high-level tax advice and solutions to our...
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Tax Director
4 weeks ago
St Albans, Hertfordshire, United Kingdom Michael Page Finance Full timeJob Title: IHT, Trusts & Probate Private Client Tax Director / LawyerMichael Page Finance is seeking a highly skilled and experienced IHT, Trusts & Probate Private Client Tax Director / Lawyer to join our team in London and Hertfordshire.About the RoleWe are looking for a talented individual to provide high-level tax advice and solutions to a diverse client...
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Tax Director
4 weeks ago
St Albans, Hertfordshire, United Kingdom Michael Page Finance Full timeJob Title: IHT, Trusts & Probate Private Client Tax Director / LawyerMichael Page Finance is seeking a highly skilled and experienced IHT, Trusts & Probate Private Client Tax Director / Lawyer to join our team in London and Hertfordshire.About the RoleWe are looking for a talented individual to provide high-level tax advice and solutions to a diverse client...
