Taxation Expert Lead

6 days ago


St Albans, Hertfordshire, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

Company Overview: Our client, PRO-TAX RECRUITMENT LIMITED, is a forward-thinking firm seeking an experienced professional to drive their trust, estate planning, and probate services.


About the Role: As a seasoned Tax & Trusts Director, 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.


Key Responsibilities:



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

What We Offer: A competitive salary of £80,000 - £120,000 per annum, reflecting your expertise and dedication. This is an excellent opportunity for a seasoned professional looking to advance their career with a firm that values expertise, client service, and professional growth.


Benefits: Enjoy a rewarding role with a dynamic team, ongoing training and development opportunities, and a collaborative work environment that fosters innovation and growth.



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