Lead Trust Specialist

12 hours ago


St Albans, Hertfordshire, United Kingdom Clark Wood - Tax Recruitment Full time

Clark Wood, a leading tax recruitment specialist, is currently partnering with a highly reputable regional firm of chartered accountants to find an experienced and driven Trust Manager for their St Albans office.

About the Role

This is an exciting opportunity to oversee an interesting and varied portfolio of UK resident and charitable trusts, ensuring key deadlines for annual accounts and tax compliance are met.

  • Reviewing work prepared by team members, providing input into their training and mentoring.
  • Assisting with advisory work and ad-hoc matters, including high-level taxation and general advice regarding Inheritance Tax.
  • Liaising with tax, accounts, and financial planning teams to ensure a cohesive approach.

Maintaining budgets, chargeability, and raising fee notes. Experience in charitable trusts, probate work, and estate accounts is advantageous but not essential, offering opportunities for growth in these areas. A working knowledge of CCH Trust Accounts and CCH Personal Tax would be beneficial.

The Ideal Candidate

We are seeking a skilled professional with a strong understanding of trust management and compliance. Knowledge of CCH Trust Accounts and CCH Personal Tax is desirable, as is experience in charitable trusts and probate work.

What We Offer

This role offers a competitive salary of approximately £60,000 - £80,000 per annum, depending on experience. The ideal candidate will be rewarded with a challenging and rewarding career path within a dynamic and reputable firm.



  • St Albans, Hertfordshire, United Kingdom Clark Wood Full time

    Job SummaryWe are seeking a Trust Planning Specialist to join our team at Clark Wood. The successful candidate will have significant experience in private client taxation, including trust planning, IHT reviews, and estate administration.This is an exciting opportunity to work with a leading tax advisory firm and contribute to the success of our clients. The...


  • St Albans, Hertfordshire, United Kingdom Douglas Scott Legal Recruitment Full time

    Contentious Trusts and Probate Specialists - A Prestigious OpportunityWe are seeking highly skilled Contentious Trusts and Probate Specialists to join our esteemed Wills, Trusts, and Probate team in Hertfordshire. As a leading team in the region, we offer a dynamic and challenging environment where you can make a significant impact in this area of law.Remove...


  • St Albans, Hertfordshire, United Kingdom Douglas Scott Legal Recruitment Full time

    Contentious Trusts and Probate Specialist , Partner LevelWe are working closely with a leading law firm in Hertfordshire to help them recruit a Contentious Trusts and Probate Specialist at either Associate, Senior Associate, or Partner level. This firm is renowned for its highly regarded Wills, Trusts, and Probate team, consistently ranked in the Legal 500...


  • St Albans, Hertfordshire, United Kingdom Douglas Scott Legal Recruitment Full time

    Job Title: Contentious Trusts and Probate SpecialistWe are seeking a highly skilled Contentious Trusts and Probate Specialist to join our team at a leading law firm in Hertfordshire. As a key member of our Wills, Trusts, and Probate team, you will play a vital role in advising clients on contentious trusts and probate matters.Key Responsibilities:Advising...


  • St Albans, Hertfordshire, United Kingdom Victus Search Full time

    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 experienceJob DescriptionThe successful candidate will be responsible for delivering expert advice on complex probate and inheritance tax...

  • Trust & Tax Director

    3 weeks ago


    St Albans, UK, Hertfordshire, United Kingdom Victus Search Full time

    Our client, a leading UK accountancy firm, is seeking a Tax & Trust Director with a specialism in probate and inheritance tax (IHT). This senior-level role focuses on delivering expert advice on complex probate and IHT matters while managing a diverse client portfolio, including high-net-worth individuals and trust beneficiaries. The ideal candidate will...


  • St Albans, Hertfordshire, United Kingdom Mercer & Hole Full time

    We are seeking an experienced professional to lead our trust and estate services, specialising in the taxation of trusts, non-contentious probate and inheritance tax. The ideal candidate will play a pivotal role in managing our trust, probate and tax related services, ensuring compliance with regulations while providing strategic advice to clients on their...


  • St Albans, Hertfordshire, United Kingdom Michael Page Full time

    Key Responsibilities:The successful candidate will lead a team of tax professionals in delivering high-quality services to private clients, focusing on trusts, probate, and inheritance tax. Key responsibilities include:Managing a portfolio of trust, probate, and estate planning clientsPreparing and reviewing accounts and tax returns for trusts and...


  • St Albans, Hertfordshire, United Kingdom Hertfordshire Partnership University NHS Foundation Trust Full time

    About the OpportunityHertfordshire Partnership University NHS Foundation Trust (HPFT) is a leading provider of mental health and specialist learning disabilities services. We are seeking an experienced Consultant Psychiatrist to join our General Adult Community team in St Albans.Job SummaryWe are looking for a highly skilled and motivated consultant...


  • St Albans, Hertfordshire, United Kingdom Hertfordshire Partnership University NHS Foundation Trust Full time

    About the RoleWe are seeking a highly skilled and experienced Consultant Psychiatrist to join our team in General Adult Community. As a key member of our community teams, you will be responsible for providing comprehensive assessments, formulating biopsychosocial care plans, and offering evidence-based treatment and advice.Main ResponsibilitiesTo manage,...


  • St Albans, Hertfordshire, United Kingdom Hertfordshire Partnership University NHS Foundation Trust Full time

    About the RoleWe are seeking an experienced Occupational Therapist to join our team at Hertfordshire Partnership University NHS Foundation Trust. As an Occupational Therapist, you will play a vital role in providing occupational therapy assessment and treatment interventions for our service users.Key ResponsibilitiesProvide occupational therapy assessment...


  • St Albans, Hertfordshire, United Kingdom Hertfordshire Partnership University NHS Foundation Trust Full time

    About the RoleWe are seeking a skilled Mental Health Champion and Involvement Specialist to join our team at Hertfordshire Partnership University NHS Foundation Trust.


  • St Albans, Hertfordshire, United Kingdom Douglas Scott Legal Recruitment Full time

    ### Job Title: Contentious Probate Specialist Partner### Job DescriptionWe are working closely with a leading law firm in Hertfordshire to help them recruit a Contentious Trusts and Probate Specialist at either Associate, Senior Associate, or Partner level. This firm is home to one of the largest and most experienced Wills, Trusts, and Probate teams in the...


  • St Albans, Hertfordshire, United Kingdom Hertfordshire Community NHS Trust Full time

    About the RoleWe are seeking a motivated and dynamic Diabetes Specialist Nurse to join our community team at Herts Valleys Integrated Diabetes Service (HIDS) in South and West Hertfordshire.The successful candidate will work as part of the wider HID Service, which is an integrated service working across community and acute settings.Hertfordshire Community...


  • St Albans, Hertfordshire, United Kingdom Hertfordshire Partnership University NHS Foundation Trust Full time

    Overview of the RoleWe are seeking an experienced Mental Health Specialist Supervisor to join our dynamic team at Hertfordshire Partnership University NHS Foundation Trust. This is a fantastic opportunity to work at the forefront of innovation in children's and young people's mental health, playing an instrumental role in delivering interventions into...

  • Tax Director

    4 weeks ago


    St Albans, Hertfordshire, United Kingdom LHH Recruitment Full time

    Job SummaryAs a pivotal member of our Tax Department, specifically within the Trusts, Probates division, you will provide non-contentious probate services via our trust corporation, aiming to expand through cross-referrals. You will collaborate with Private Client Partners, support the Head of Legal Services with regulatory matters under ICAEW accreditation,...


  • St Albans, Hertfordshire, United Kingdom Hertfordshire Partnership University NHS Foundation Trust Full time

    Job SummaryWe are seeking an experienced Occupational Therapist to join our team at Hertfordshire Partnership University NHS Foundation Trust. As an Occupational Therapist, you will play a vital role in providing high-quality care to our patients, working collaboratively with multidisciplinary teams to develop and implement effective treatment plans.Main...


  • St Albans, Hertfordshire, United Kingdom Douglas Scott Legal Recruitment Full time

    A leading St Albans firm, known to us for many years, is seeking an experienced Tax & Trusts Director to join their impressive Tax & Trusts team on a full-time basis.The Tax & Trusts Director will be based in well-equipped offices with good commuter links, working closely with a cohesive team of Lawyers, Accountants, and Fee Earners to deliver high-quality...


  • St Albans, Hertfordshire, United Kingdom Douglas Scott Legal Recruitment Full time

    Job Opportunity: We are seeking a Contentious Probate Specialist to join our team at Douglas Scott Legal Recruitment. This is an excellent opportunity to work with a prestigious law firm in Hertfordshire, who are looking for a specialist to advise on contentious trusts and probate matters.About the Role: As a Contentious Probate Specialist, you will be...

  • Clinical Psychologist

    1 month ago


    St Albans, Hertfordshire, United Kingdom Hertfordshire Partnership University NHS Foundation Trust Full time

    Job SummaryWe are seeking a highly skilled and experienced Principal Clinical Psychologist to join our Children and Young Person Mental Health service (CYP-MHs) West Team. The successful candidate will work as part of a multi-disciplinary team providing specialist assessments, formulations, and interventions to children, young people, and their families.Main...