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- Tasks: Lead tax and trust advisory projects for high-net-worth clients.
- Company: Join a top-tier Private Client Tax and Trusts practice in London.
- Benefits: Enjoy hybrid working, competitive salary, and career growth opportunities.
- Why this job: Step into a leadership role with a focus on client service and technical excellence.
- Qualifications: Must have extensive experience and a CTA/STEP qualification.
- Other info: Collaborative culture with mentoring and training support.
The predicted salary is between 63000 - 105000 £ per year.
Trusts Director
Salary: Up to £105,000 + Benefits
Location: London
An established and highly regarded Private Client Tax and Trusts practice is seeking an experienced Tax and Trusts Director to join its London office. This role offers the opportunity to work with high-net-worth individuals (HNWIs), entrepreneurs, and trustees, providing bespoke tax planning and wealth management solutions.
This position is ideal for a professional looking to step into a leadership role with a firm that values client service, technical excellence, and long-term relationships.
As a Tax and Trusts Director, you will:
- Lead advisory projects across trust structuring, inheritance tax planning, estate planning, and family wealth preservation
- Manage a portfolio of HNWIs, trusts, and estates, delivering strategic tax advice
- Provide thought leadership in complex tax matters, keeping clients ahead of regulatory changes
- Collaborate with senior leadership on business development and client engagement
- Support the team with mentoring, training, and technical development
The ideal candidate will have:
- Extensive experience in private client tax and trusts advisory
- A CTA/STEP qualification (or equivalent)
- Strong technical knowledge of UK tax law relating to trusts, estates, and inheritance tax
- Proven business development and client relationship management skills
- Leadership capabilities to mentor and develop junior team members
What’s on Offer:
This role offers a competitive salary and benefits package, along with:
- Hybrid working arrangements
- Exposure to a diverse, high-profile client base
- Opportunities for career progression within a growing and dynamic team
- A collaborative and supportive culture
If you are passionate about Trusts and looking to take the next step in your career, submit your CV by applying to this advert or email for more information and to arrange a confidential conversation.
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Trusts Director employer: ARM Recruitment
Contact Detail:
ARM Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Director
✨Tip Number 1
Network with professionals in the private client tax and trusts sector. Attend industry events, seminars, or webinars where you can meet potential colleagues or clients. Building relationships in this niche field can significantly enhance your chances of landing the role.
✨Tip Number 2
Stay updated on the latest developments in UK tax law, especially those related to trusts and estates. Demonstrating your knowledge of recent changes during interviews can set you apart as a candidate who is proactive and well-informed.
✨Tip Number 3
Showcase your leadership skills by discussing any mentoring or training experiences you've had. Highlighting your ability to develop junior team members will resonate well with firms looking for a Trusts Director who can lead and inspire.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships and developed business in previous roles. Being able to articulate your approach to client engagement will demonstrate your fit for this position.
We think you need these skills to ace Trusts Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in private client tax and trusts advisory. Emphasize your CTA/STEP qualification and any relevant leadership roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for Trusts and your ability to provide bespoke tax planning solutions. Mention specific examples of how you've managed HNWIs and delivered strategic tax advice.
Highlight Leadership Skills: In your application, focus on your leadership capabilities. Discuss your experience in mentoring and developing junior team members, as well as your role in business development and client engagement.
Showcase Technical Knowledge: Demonstrate your strong technical knowledge of UK tax law relating to trusts, estates, and inheritance tax. This will help you stand out as a candidate who can provide thought leadership in complex tax matters.
How to prepare for a job interview at ARM Recruitment
✨Showcase Your Expertise
Be prepared to discuss your extensive experience in private client tax and trusts advisory. Highlight specific cases where you successfully managed complex tax matters for high-net-worth individuals, demonstrating your technical knowledge of UK tax law.
✨Demonstrate Leadership Skills
Since this role involves mentoring and developing junior team members, share examples of how you've led teams or projects in the past. Discuss your approach to leadership and how you foster a collaborative environment.
✨Prepare for Business Development Questions
Expect questions about your business development strategies and client relationship management skills. Be ready to provide examples of how you've successfully engaged clients and contributed to business growth in previous roles.
✨Stay Updated on Regulatory Changes
As thought leadership in complex tax matters is crucial, demonstrate your awareness of recent regulatory changes affecting trusts and estates. Discuss how you keep yourself informed and how this knowledge benefits your clients.
