Probate and Trust Management Leader
4 days ago
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:
- Provide expert advice on complex probate and IHT matters, including inheritance tax planning and estate administration.
- Manage a diverse client portfolio, including high-net-worth individuals and trust beneficiaries.
- Lead the team in providing both compliance and strategic advisory services.
- 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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