Senior Tax Leadership Role

4 days ago


St Albans, Hertfordshire, United Kingdom Michael Page Full time

An exceptional opportunity has arisen for an experienced Private client tax professional to take on a key leadership position in our well-established tax team as a Director focusing on Trusts, Probate, and Inheritance tax.

This strategic role will be instrumental in managing these tax services and providing expert tax advice to a well-established client base.

About the Client

Our client is a leading professional services firm with a particular focus on private client work, operating in the UK. They pride themselves on delivering high-quality services and prioritizing exceptional client care.

The Responsibilities of the Tax Director

The successful candidate will be responsible for:

  • Managing a portfolio of trust, probate, and estate planning clients, including meeting with and onboarding new clients
  • Preparing and reviewing accounts and tax returns for trusts and estates
  • Managing the probate process from start to finish
  • Providing strategic advice for Wills, Estate planning, and IHT
  • Maintaining strong client relationships by providing exceptional service and support
  • Team leadership; delegating and reviewing work for team members, as well as providing training and mentoring
  • Supporting business development for growth of the firm

Requirements and Qualifications

To succeed in this role, the ideal candidate will have completed the CTA and/or STEP qualification, with a strong background in working with private client and/or probate client portfolios, including experience of trusts and IHT. The ability to build strong client relationships, manage multiple projects, and line-manage a small team will also be required.

What We Offer

We offer a competitive salary of £95,000, a benefits package including life assurance and private medical, pension scheme, and hybrid working arrangement.



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