Probate and Trust Management Leader

4 days ago


St Albans, Hertfordshire, United Kingdom Victus Search Full time
About Our Opportunity:

We are currently recruiting for a highly skilled Tax Director to join our team at Victor Search. As a leader in the field of probate and trust management, this role offers the perfect blend of challenge and reward for an experienced professional.

Job Overview:

This senior-level position involves leading a team of professionals in providing expert advice on complex probate and IHT matters. The successful candidate will be responsible for managing a diverse client portfolio, ensuring seamless execution of estate administration and trust structuring services.

About You:

  • You hold a CTA and/or STEP qualification and have significant experience in tax planning and probate law.
  • You possess excellent communication and leadership skills, with the ability to mentor and guide team members.
  • You are proficient in Microsoft Excel and familiar with CCH Practice Management Software and DocuSign.

Key Responsibilities:

  1. Provide expert advice on complex probate and IHT matters, including inheritance tax planning and estate administration.
  2. Manage a diverse client portfolio, including high-net-worth individuals and trust beneficiaries.
  3. Lead the team in providing both compliance and strategic advisory services.
  4. Support business development initiatives, identifying growth opportunities within the practice.

Our Offer:

We offer a competitive salary range of £80,000 - £110,000 per annum, depending on your level of experience. You will also benefit from a dynamic and supportive work environment, with opportunities for professional growth and development.



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