An opportunity for an experienced Private client tax professional to join a well-established tax team as a Director focusing on Trusts, Probate, and Inheritance tax. This will be a key leadership position in team, managing these tax services and providing tax advise to a well established client base.
Client Details
Our client is a leading professional services firm with a particular focus on private client work, operating in the St Albans area. They focus on delivery high-quality services and pride themselves on their client care.
Description
The responsibilities of the Tax Director will include:
- Managing a portfolio of Trust, Probate and Estate planning clients, including meeting with and onboarding new clients
- Preparing & reviewing accounts and tax returns for trust & estates
- Managing the probate process from start to finish
- Providing strategic advise for Wills, Estate planning and IHT
- Maintaining strong client relationships providing exceptional service and support
- Team leadership; delegating & reviewing work for team members, as well providing training and mentoring
- Supporting in business development for growth of the firm
Profile
The successful candidate will have completed the CTA and/or STEP qualification, with a strong background in working with a private client and/or probate client portfolio, including experience of trusts & IHT. The successful candidate will in particular have experience in the probate process as this will be a key area of specialism in this role. The ability to build strong client relationships, manage multiple projects and line manage a small team will also be required.
Job Offer
- A competitive salary
- Benefits package including life assurance & private medical
- Pension scheme
- Hybrid working
We encourage all suitable candidates to apply for this opportunity to lead and grow within the Tax department of a leading professional services firm.