Trust Tax Specialist
23 hours ago
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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