Senior Inheritance Tax and Trust Specialist
4 weeks ago
Victus Search, a leading UK recruitment agency, is seeking an experienced Senior Inheritance Tax and Trust Specialist to join their team in Saint Albans, Hertfordshire.
Salary: £80,000 - £100,000 per annum, depending on experience
Job DescriptionThe successful candidate will be responsible for delivering expert advice on complex probate and inheritance tax matters while managing a diverse client portfolio, including high-net-worth individuals and trust beneficiaries.
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, 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.
Required Skills and Qualifications:
- CCH and Trust Accounts proficiency
- Proficiency in Microsoft Excel for estate accounts, as well as Microsoft Outlook and Word
- Familiarity with CCH Practice Management Software and DocuSign (training available)
Benefits:
- A competitive salary package
- Ongoing professional development and training opportunities
- A dynamic and supportive work environment
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