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Tax and Trusts Advisory Lead

1 month ago

London, Greater London, United Kingdom Howells Consulting Ltd Full time

We are seeking an experienced Tax and Trusts Advisory Lead to join our Private Client team at Howells Consulting Ltd. This is a senior-level position that requires a high level of expertise in tax and trusts planning, as well as excellent communication and leadership skills.

About the Role

The ideal candidate will have a strong background in trust and estate planning, with experience in managing complex trust structures and advising high-net-worth individuals on tax-related matters. As a key member of our team, you will be responsible for overseeing a portfolio of offshore and onshore trusts, reviewing and preparing trust accounts and tax returns, and providing holistic tax and trusts planning advice to clients.

This is an exciting opportunity to work closely with highly experienced directors and partners, leveraging your expertise to drive growth and success within the team. You will also have the opportunity to work on a wide range of projects, from trust implementation and structuring to cessation and related personal tax issues.

Key Responsibilities
  • Manage a portfolio of offshore and onshore trusts, including reviewing and preparing trust accounts and tax returns.
  • Provide holistic tax and trusts planning advice to clients, taking into account their individual needs and goals.
  • Work closely with other team members to deliver high-quality results and exceed client expectations.
  • Stay up-to-date with changes in tax laws and regulations, and apply this knowledge to advise clients effectively.
Requirements

To be considered for this role, you must have:

  • A minimum of [c.£]80,000 per annum salary, reflecting your experience and qualifications.
  • Strong expertise in trust and estate planning, with a focus on tax-related matters.
  • Excellent communication and leadership skills, with the ability to work effectively with colleagues and clients.
  • A proactive and solutions-focused approach, with a commitment to delivering high-quality results.