Taxation Expertise Lead

1 day ago


St Albans, Hertfordshire, United Kingdom Victus Search Full time
Key Responsibilities

  • 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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