Senior Trust Director

4 hours ago


St Albans, United Kingdom Victus Search Full time

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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