Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead client relationships and provide expert advice on trusts and estate planning.
- Company: Join a growing independent accountancy firm known for trusted private client tax advice.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and mentorship.
- Why this job: Make a real impact in clients' lives while developing your expertise in a supportive team.
- Qualifications: Must be CTA and/or STEP qualified with 5+ years in probate and private client work.
- Other info: Ideal for those passionate about tax and estate planning in a diverse, international setting.
The predicted salary is between 72000 - 108000 £ per year.
Director – Tax, Trusts & Probate (IHT Specialism) Overview This senior role focuses on trust taxation, non-contentious probate, and inheritance tax planning. The ideal candidate will manage client relationships, oversee compliance, and provide strategic estate planning advice. Key Responsibilities Advise clients on trusts, estate planning, and inheritance tax. Oversee probate processes, including onboarding and compliance with regulations. Manage client relationships and deliver exceptional service. Prepare and review trust and estate accounts, tax returns, and related documentation. Lead and mentor team members, delegating and reviewing work. Support business development by identifying growth opportunities. Requirements CTA and/or STEP qualified with a minimum of 5 years\’ experience in probate and private client work. Strong knowledge of the probate process and trust compliance. About the Firm A growing independent accountancy firm with a history of delivering trusted advice in private client tax and estate planning. The firm prioritises teamwork and client care, with a diverse client base and an international presence. AMRT1_UKTJ …
Tax, Trusts & Probate Director employer: Cedar Recruitment Careers
Contact Detail:
Cedar Recruitment Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax, Trusts & Probate Director
✨Tip Number 1
Familiarize yourself with the latest developments in trust taxation and inheritance tax planning. Staying updated on changes in legislation will not only enhance your knowledge but also demonstrate your commitment to the field during interviews.
✨Tip Number 2
Network with professionals in the probate and private client sector. Attend industry events or join relevant online forums to connect with others in the field, which can lead to valuable insights and potential referrals.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your past experience that highlight your expertise in managing client relationships and overseeing compliance. This will showcase your practical knowledge and problem-solving skills.
✨Tip Number 4
Research our firm’s values and recent projects. Understanding our approach to client care and teamwork will help you align your answers with what we prioritize, making you a more attractive candidate.
We think you need these skills to ace Tax, Trusts & Probate Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust taxation, probate, and inheritance tax planning. Use specific examples that demonstrate your expertise and achievements in these areas.
Craft a Compelling Cover Letter: In your cover letter, emphasize your qualifications (CTA and/or STEP) and your 5+ years of experience in probate and private client work. Discuss how your skills align with the firm's focus on client care and teamwork.
Showcase Client Relationship Management: Provide examples of how you have successfully managed client relationships in the past. Highlight your ability to deliver exceptional service and your strategic approach to estate planning.
Demonstrate Leadership Skills: Mention any experience you have in leading and mentoring team members. Discuss how you delegate tasks and review work to ensure compliance and quality in the services provided.
How to prepare for a job interview at Cedar Recruitment Careers
✨Showcase Your Expertise
Be prepared to discuss your experience with trust taxation and inheritance tax planning in detail. Highlight specific cases where you've successfully advised clients or managed complex probate processes.
✨Demonstrate Client Relationship Skills
Since managing client relationships is key, share examples of how you've built and maintained strong client connections. Discuss your approach to delivering exceptional service and handling client inquiries.
✨Prepare for Technical Questions
Expect questions related to the probate process and trust compliance. Brush up on relevant regulations and be ready to explain how you ensure compliance in your work.
✨Highlight Leadership Experience
As a director, you'll need to lead and mentor team members. Prepare to discuss your leadership style and provide examples of how you've successfully delegated tasks and supported team development.
