Tax Director

1 month ago


St Albans, Hertfordshire, United Kingdom LHH Full time

Job Title: Tax Director - Estate Administration and Compliance

Company Overview:

LHH is a leading provider of non-contentious probate services, seeking an experienced Tax Director to join our Trusts, Probates division.

About the Role:

We are looking for a skilled and motivated individual to lead our estate administration and compliance team. As a pivotal part in our Tax Department, you will provide high-quality probate services via our trust corporation, aiming to expand through cross-referrals.

Your Key Responsibilities:

  • Meet with prospective clients to outline probate steps, initial requirements, and pricing.
  • Onboard clients, issue engagement letters, handle KYC, and act as main contact throughout probate.
  • Open files, follow procedures, and manage notifications to third parties.
  • Coordinate estate valuations and liaise with partners for shareholder valuations or cross-border documentation.
  • Prepare IHT400 forms, submit to HMRC, and calculate inheritance tax due, advising on payment options.
  • Draft affidavits, submit applications, and correspond with HMRC as needed.
  • Manage asset collection, prepare estate accounts, conduct beneficiary checks, and post Trustee Act Notices.
  • Arrange tax returns up to date of death and for estate administration period.
  • Support regulatory visits, instruct solicitors for legal deeds, and complete HMRC filings.
  • Administer estate funds, review costs, issue fee notes, and support team development.
  • Attend CPD courses, contribute to business development, and monitor budget and WIP.

Required Skills and Qualifications:

We are looking for a CTA and STEP qualified individual, or nearing completion of STEP, with experience within a similar role. You will be motivated to take the next step in your career and have a strong understanding of tax laws and regulations.

Salary:

The salary for this role is £80,000 - £100,000 per annum, depending on experience.

Location:

This role is based in [insert location].

Benefits:

We offer a competitive benefits package, including a generous pension scheme, life assurance, and private health insurance.



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