Senior Tax Leadership Role
4 days ago
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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