Trusts & IHT Planning Associate Director – London

Associate Director, Senior Manager
London
Posted 10 hours ago

A rare opportunity for a senior Trusts and Tax professional to join the multi award-winning Private Client team of a high-profile accountancy firm.

This is a strategic appointment working closely with some of London’s most respected Private Client Tax Partners.
The role is advisory focused and will involve a number of key elements:

  • Provision of ad hoc trust planning advice (both on and offshore trusts), requiring strong trust taxation, structuring and accounting knowledge.
  • Advising on succession-planning for UHNW multi-generational families.
  • Acting as a key technical resource for IHT planning matters.
  • Performing very much a client-facing relationship management role.
  • Acting as the principal point of contact for trustees and third party advisors.
  • Overseeing a team of experienced and qualified trusts professional, their workload, profitability, development and training.
  • Assisting partners with private client networking and business development initiatives.

The role would suit a CTA and/or STEP qualified Trusts & Tax Senior Manager seeking a new challenge and the opportunity to progress their career towards Director, within a firm where Private Client Services maintain an extremely high profile. 

Salary dependent on experience but likely to be in the region £90k-£110k p.a. 

To find out more about this opportunity please email  michaelhowells@howellsconsulting.co.uk  Ref 739

Alternatively, simply apply below:

Job Features

Job CategoryPersonal Tax, Trusts

Apply For This Job

A valid phone number is required.
This entry was posted in . Bookmark the permalink.