Senior Trust Director
4 hours ago
We are seeking a highly experienced Tax & Trust Director to lead our specialist team in delivering expert advice on complex probate and inheritance tax matters. As a key member of our Victus Search team, you will be responsible for managing client relationships, providing high-level service support throughout the probate and trust compliance process, and offering bespoke estate planning advice.
Key Responsibilities:
- 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, deliver high-level service support throughout the probate and trust compliance process, and offer bespoke estate planning advice.
- Correspond with HMRC and HMCTS as needed.
- 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.
- Oversee the probate process (routine non-contentious) from start to finish.
- Support business development initiatives, identifying growth opportunities within the practice.
Estimated salary: £80,000 - £110,000 per annum.
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Trust & Tax Director
3 weeks ago
St Albans, United Kingdom Victus Search Full timeOur 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...
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Trust & Tax Director
3 weeks ago
St. Albans, United Kingdom Victus Search Full timeOur 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...
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Trust & Tax Director
3 weeks ago
St Albans, United Kingdom Victus Search Full timeOur 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...
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Trust & Tax Director
3 weeks ago
St Albans, United Kingdom Victus Search Full timeOur 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...
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Trust & Tax Director
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Trust & Tax Director
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