Head of Private Client Services
13 hours ago
We are seeking an experienced leader to join our team as a Tax and Estate Planning Director. The ideal candidate will have at least 5 years' experience in probate or private client services and will be responsible for leading our trust, estate planning, and probate services.
In this role, you will oversee trust and probate matters, provide strategic advice on wills, estate planning, and inheritance tax, and work closely with clients to deliver tailored guidance in line with current regulations. The key responsibilities include:
- Client Engagement: Meeting with potential clients to assess their needs, scope out projects, and establish pricing for trust, probate, and estate planning services.
- Client Onboarding: Managing the initial client onboarding process, including preparing engagement letters and conducting KYC checks.
- Preparation and Review: Drafting and reviewing estate and trust accounts and tax returns, ensuring compliance with Trust Registration Service, FATCA, and CRS as needed.
- Business Development: Identifying and contributing to practice growth opportunities.
Estimated Salary: $150,000 - $220,000 per year. We encourage you to apply if you have the drive to lead in this field and are passionate about trust and estate management.
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