Senior Trust and Estate Planning Manager

1 month ago


St Albans, Hertfordshire, United Kingdom Pro-Tax Full time

Trust and Estate Planning Opportunity

Pro-Tax is seeking an experienced Senior Trust and Estate Planning Manager to join their team in St Albans.

As a seasoned professional, you will have extensive knowledge of trust taxation, probate, and inheritance tax. You will be responsible for overseeing trust and probate matters, providing strategic advice on wills, estate planning, and inheritance tax, and working closely with clients to deliver tailored guidance in line with current regulations.

Your key responsibilities will include:

  1.   Client Engagement: Meet with potential clients to assess needs, scope out projects, and establish pricing for trust, probate, and estate planning services.
  2.   Client Onboarding: Manage the initial client onboarding, including preparing engagement letters and conducting KYC checks.
  3.   Preparation and Review: Draft and review estate and trust accounts and tax returns, including ensuring compliance with Trust Registration Service, FATCA, and CRS as needed.
  4.   Business Development: Identify and contribute to practice growth opportunities.
  5.   Minimum 5 years' experience in probate or private client services:

This is an excellent opportunity for a seasoned professional looking to advance their career with a forward-thinking firm that values expertise, client service, and professional growth.

The salary for this role is £85,000 - £100,000 per annum, depending on experience.



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