Taxation Expertise Lead
1 day ago
- Deliver expert advice on complex probate and inheritance tax matters to clients
- Manage a diverse client portfolio, including high-net-worth individuals and trust beneficiaries
- Lead the team in providing compliance and strategic advisory services
- Develop and implement inheritance tax planning, estate administration, and trust structuring strategies
Key Skills and Tools:
- Proficiency in Microsoft Excel for estate accounts
- Experience with CCH and Trust Accounts, Tolley's Online, and DocuSign
- Strong communication and leadership skills
About the Role
Victus Search is seeking a highly experienced Taxation Expertise Lead to join our team. As a Senior Trust and Probate Advisor, you will be responsible for delivering expert advice on complex probate and inheritance tax matters to clients.
The ideal candidate will have a proven track record of managing a diverse client portfolio, including high-net-worth individuals and trust beneficiaries. You will lead the team in providing compliance and strategic advisory services, developing and implementing inheritance tax planning, estate administration, and trust structuring strategies.
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