Trust and Estate Tax Lead

3 weeks ago


London, Greater London, United Kingdom Creative Tax Recruitment Full time
As a seasoned tax professional, you have the opportunity to take on a leadership role in our private client tax team. Your primary responsibility will be to manage a diverse portfolio of trusts and estates, ensuring that our clients receive expert guidance on complex tax matters.

You will be responsible for overseeing the delivery of personal tax advisory work, including drafting reports and leading client discussions. Additionally, you will serve as the main point of contact for clients, effectively communicating complex tax technical information to non-experts.

We are looking for a highly skilled tax professional who can drive efficiency within the team by implementing process improvements. If you have a strong background in taxation and excellent communication skills, we encourage you to apply.

Key Responsibilities:
  • Oversee and enhance the delivery of personal tax advisory work, including drafting reports and leading client discussions.
  • Manage a client portfolio predominantly involving trusts and estates, addressing multiple sources of income and gains.
  • Serve as the main point of contact for clients, effectively communicating complex tax technical information to non-experts.
  • Drive the delivery of one-off advisory and compliance assignments.
  • Mentor and provide technical training to team members to foster their development and enhance team performance.
  • Implement process improvements to increase efficiency within the team.

Salary and Benefits
$180,000 - $250,000 per annum, depending on experience.
We offer a comprehensive benefits package, including professional development opportunities and career progression within the firm.

About Us
We are a reputable recruitment agency specializing in tax professionals. Our team is committed to delivering exceptional service to our clients and candidates.
  • US Tax Director

    4 weeks ago


    London, Greater London, United Kingdom Pro-Tax Full time

    Pro-Tax is a leading firm offering expert tax advisory services. We are currently seeking a US Tax Director - Trusts & Estates Leader to join our team in London.This is an excellent opportunity to lead a dual handling trusts and estates tax specialist team at the Director level, providing proactive advisory solutions to high net worth individuals and their...


  • London, Greater London, United Kingdom Creative Tax Recruitment Full time

    About the Position:The Private Client Tax team at Creative Tax Recruitment are looking for an experienced Trust Manager to join their ranks. As a key member of the team, you will oversee the effective management and delivery of private client services for a prestigious firm in the City.Your responsibilities will include managing a diverse portfolio of...


  • London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Pro-Tax Recruitment Limited is seeking a highly skilled Director-level tax professional to join their leading US/UK tax team.This exceptional opportunity involves handling trusts and estates tax matters for UHNW individuals with US aspects to their lives. The ideal candidate will have strong interpersonal skills, experience working with lawyers, wealth...


  • London, Greater London, United Kingdom Creative Tax Recruitment Full time

    We are seeking an experienced Trusts and Estates Specialist to join our team at Creative Tax Recruitment. In this role, you will be responsible for preparing returns and accounts for client trusts and estates, as well as advising clients on winding up their trusts.You will also be involved in tax payment management and income distribution among...


  • London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Role DescriptionAs a Trust and Estate Specialist, you will be responsible for managing a portfolio of trusts and tax compliance clients. You will provide ad hoc planning and advisory support to the directors, including preparation of trust accounts, self-assessment tax returns, IHT returns, estate tax returns, and personal tax returns.We are looking for an...


  • London, Greater London, United Kingdom Creative Tax Recruitment Full time

    Creative Tax Recruitment is seeking an experienced Estate and Tax Professional to join our team. This role offers a competitive salary of £65,000 - £90,000 per annum.Job Responsibilities:As a Trust Senior Specialist, you will work closely with clients to:Prepare accurate returns and accounts for trusts and estates.Provide expert advice on winding up trusts...

  • Estate Tax Advisor

    2 months ago


    London, Greater London, United Kingdom Creative Tax Recruitment Full time

    Creative Tax Recruitment is currently recruiting for an Estate Tax Advisor. This is a unique opportunity to work with a reputable company and contribute to the success of our team.In this role, you will be responsible for preparing returns and accounts for client trusts and estates, as well as advising clients on winding up their trusts. You will also be...


  • London, Greater London, United Kingdom Pro-Tax Full time

    Job DescriptionWe are seeking a skilled UK Direct Tax Compliance Professional to join our team at Pro-Tax. The ideal candidate will have experience in corporate tax and a strong understanding of real estate taxation.About the RoleThe successful candidate will be responsible for providing tax compliance support to clients, ensuring they comply with their UK...


  • London, Greater London, United Kingdom Chadwick Nott Full time

    Senior Trusts and Tax Executive - GuildfordChadwick Nott, a leading law firm, is seeking an experienced Senior Trusts and Tax Executive to join its Private Client team.The role will involve managing and preparing complex trust and estate accounts, tax computations, and HMRC forms, ensuring seamless UK and international tax compliance.Leading the preparation...


  • London, Greater London, United Kingdom Pro-Tax Full time

    About the Role:We are seeking a seasoned Property Tax professional to spearhead the growth and success of our established real estate and property tax practice in London, UK.Job Description:Lead and grow the Property Tax practice with a focus on business development and client acquisition.Provide high-level advisory services on complex real estate...


  • London, Greater London, United Kingdom Pro-Tax Full time

    Pro-Tax, a leading financial services firm, seeks an experienced professional to spearhead their Real Estate Tax offering in London. This is a unique opportunity for a market maker with a proven track record of success in the real estate tax landscape.Job Description:The ideal candidate will lead and expand the Real Estate Tax team, developing innovative tax...


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

    Experience the best of London's Private Client scene with Howells Consulting Ltd as a Trusts & Tax Assistant Manager. This dynamic role oversees tax and accounts compliance for diverse trust structures, while advising HNWIs on IHT and estate planning.Purpose:To manage tax and accounts compliance on a portfolio of trust structuresAdvise HNWIs on IHT and...

  • Tax Director

    3 weeks ago


    London, Greater London, United Kingdom Pro-Tax Full time

    Pro-Tax, a leading financial services firm, is seeking an experienced professional to lead their Real Estate Tax offering in London. This is a unique opportunity for a market maker with a proven track record of success in the real estate tax landscape.Job Requirements:The ideal candidate will have:Extensive experience in real estate tax advisoryExcellent...


  • London, Greater London, United Kingdom Pro-Tax Full time

    As a leading Financial and Professional Services Group, Pro-Tax is committed to delivering exceptional real estate tax services. We are seeking an experienced Senior Manager to join our Real Estate Tax Team.About the RoleThe ideal candidate will have strong UK Real Estate tax experience, with CTA or ACA qualification (or equivalent). You will be responsible...

  • Corporate Tax Manager

    4 weeks ago


    London, Greater London, United Kingdom Pro-Tax Full time

    Job OverviewWe are seeking a highly skilled C Corporate Tax Manager - Real Estate Expertise to join our team at Pro-Tax. The ideal candidate will have a strong understanding of real estate taxation and experience in corporate tax.About the JobThe successful candidate will be responsible for providing tax compliance support to clients, ensuring they comply...


  • London, Greater London, United Kingdom ProTalent Limited Full time

    We are looking for a Trusts and Estates Manager to join ProTalent Limited's successful team in London. The estimated salary for this role is £70,000 - £90,000 per annum.The ideal candidate will have experience in working with trusts, estate planning, and probate workflow, and be able to manage specific trusts, estates, and probate workflow directly with...


  • London, Greater London, United Kingdom Pro-Tax Full time

    Pro-Tax, a leading financial services firm, invites applications from experienced professionals to fill the role of Real Estate Tax Strategy Director. The successful candidate will be responsible for driving the company's Real Estate Tax offering in London, leveraging their expertise to deliver innovative tax solutions for clients.This is an exciting...


  • London, Greater London, United Kingdom ProTalent Limited Full time

    Are you looking for a challenging role in Estate Administration? As an Estate Administration Professional with ProTalent Limited, you will have the opportunity to work with a leading independent accountancy firm in London to recruit within their highly successful Trusts & Estates team.About the FirmThe firm works with individuals, their families, and their...


  • London, Greater London, United Kingdom Creative Tax Recruitment Full time

    We are seeking a highly motivated Senior Trust Administrator to join our team at Creative Tax Recruitment. In this role, you will be responsible for preparing returns and accounts for client trusts and estates, as well as advising clients on winding up their trusts.You will also be involved in tax payment management and income distribution among...


  • London, Greater London, United Kingdom Career Legal Full time

    Job OverviewWe are recruiting for a Trust and Estate Manager to join our team in central London. The successful candidate will be responsible for supporting the team in managing and administrating client matters, ensuring legal and tax compliance standards are maintained to the highest standards and in accordance with client instructions.Key...