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Experienced Tax

2 months ago

London, Greater London, United Kingdom Douglas Scott Legal Recruitment Full time
Tax & Trusts Director Role

A leading St Albans firm is seeking an experienced Tax & Trusts Director to join their impressive Tax & Trusts team on a full-time basis. The successful candidate will work closely with a cohesive team of Lawyers, Accountants, and Fee Earners to deliver a high-quality range of Tax & Trusts duties.

### Job Responsibilities

* Liaise with prospective new trust, probate, and estate planning clients to scope out work and agree on pricing.
* Onboard new clients, issuing letters of engagement and terms of business.
* Manage client relationships, providing exceptional service and support throughout the probate and trust compliance process.
* Correspond with HMRC and HMCTS, as appropriate.
* Delegate and review team member work, train and mentor.
* Prepare estate accounts and estate tax returns.
* Prepare trust accounts and trust tax returns, including Trust Registration Service, review for FATCA and CRS reporting.
* Manage the probate process from start to finish.
* Contribute to business development initiatives, identifying growth opportunities within the practice.

### Skills Required

* Experienced Trust Accountant or Manager in a law or accountancy firm.
* CTA and/or STEP qualified.
* Minimum 5 years of experience in probate and/or private client.
* Experience of the probate process.
* Excellent communication and interpersonal skills, with a client-focused approach.
* Strong organisational skills and the ability to manage multiple projects.
* Proven ability to manage multiple cases and deadlines effectively.
* Proficiency in tax software and relevant technology tools.

### What We Offer

* 28 days holiday plus bank holidays.
* 50% hybrid working arrangement.
* Competitive benefits.

If you are an experienced Tax & Trusts Director based in or near St Albans, please get in touch for confidential consideration.