Trust Tax Specialist

23 hours ago


St Albans, Hertfordshire, United Kingdom Cedar Full time
About the Role

As a seasoned professional, you will lead our team in providing strategic estate planning advice to clients. Your expertise in trust taxation, non-contentious probate, and inheritance tax planning will be invaluable in helping us deliver exceptional service to our clients.

We are seeking a highly skilled Director to manage client relationships, oversee compliance, and provide expert guidance on trusts, estate planning, and inheritance tax.

Key Responsibilities
  • Advise clients on trusts, estate planning, and inheritance tax strategies to minimize tax liabilities.
  • Oversee probate processes, including onboarding and compliance with regulations.
  • Manage client relationships and deliver exceptional service through regular communication and proactive issue resolution.
  • Prepare and review trust and estate accounts, tax returns, and related documentation to ensure accuracy and compliance.
  • Lead and mentor team members, delegating tasks and reviewing work to ensure high-quality results.
  • Support business development by identifying growth opportunities and contributing to strategic planning initiatives.

Estimated salary: £80,000 - £120,000 per annum, depending on experience.


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