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- Tasks: Lead advisory projects on trusts and tax planning for high-net-worth clients.
- Company: Reputable Private Client Tax and Trusts practice in London.
- Benefits: Competitive salary, hybrid working, and career progression opportunities.
- Why this job: Step into a leadership role and make a real impact in wealth management.
- Qualifications: Extensive experience in private client tax and strong UK tax law knowledge.
- Other info: Join a collaborative team with a focus on mentoring and development.
The predicted salary is between 43200 - 72000 £ per year.
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.
Responsibilities
- 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
Qualifications
- Extensive experience in private client tax and trusts advisory
- 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 christina.jezard@arm.co.uk for more information and to arrange a confidential conversation.
Tax and Trusts Director in London employer: Advanced Resource Managers
Contact Detail:
Advanced Resource Managers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax and Trusts Director in London
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and workshops where you can meet potential employers and other professionals in the tax and trusts field. Don't be shy – introduce yourself and share your passion for the role!
✨Tip Number 2
Leverage LinkedIn to showcase your expertise. Share articles, insights, or even your thoughts on recent tax law changes. This not only positions you as a thought leader but also helps you connect with others in the industry.
✨Tip Number 3
Prepare for interviews by researching the firm’s recent projects and their approach to client service. Tailor your responses to highlight how your experience aligns with their values and the specific needs of high-net-worth clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Tax and Trusts Director in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Tax and Trusts Director role. Highlight your expertise in private client tax and trusts advisory, as well as any leadership experience you've had.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with HNWIs and how your background makes you the perfect fit for this position. Don’t forget to mention your approach to client service and technical excellence.
Showcase Your Thought Leadership: In your application, include examples of how you've provided thought leadership in complex tax matters. This could be through publications, presentations, or innovative solutions you've implemented for clients.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our dynamic team!
How to prepare for a job interview at Advanced Resource Managers
✨Know Your Stuff
Make sure you brush up on your knowledge of UK tax law, especially around trusts and inheritance tax. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax matters.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior team members, be prepared to share examples of how you've led teams or projects in the past. Highlight your approach to developing talent and fostering a collaborative environment.
✨Client-Centric Mindset
Demonstrate your understanding of high-net-worth individuals and their unique needs. Prepare to discuss how you've built and maintained strong client relationships, and be ready to share strategies for delivering bespoke tax planning solutions.
✨Stay Ahead of the Game
Talk about how you keep yourself updated with regulatory changes and industry trends. Mention any thought leadership initiatives you've been involved in, as this shows your commitment to providing top-notch advice and keeping clients informed.
