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- Tasks: Lead tax advisory projects for high-net-worth clients and manage complex trust structures.
- 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 on clients' wealth management.
- Qualifications: Extensive experience in private client tax and strong leadership skills.
- Other info: Join a dynamic team with a collaborative culture and diverse client base.
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.
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
- 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 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
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to former colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
Consider writing articles or sharing insights on platforms like LinkedIn. This not only demonstrates your knowledge but also positions you as a thought leader in tax and trusts. Plus, it’s a great way to get noticed by potential employers!
✨Ace the Informational Interview
Don’t just wait for job openings; reach out to firms you admire and ask for informational interviews. This is your chance to learn more about their work culture and showcase your passion for tax and trusts. Who knows, it might lead to a job offer down the line!
✨Apply Through Our Website
When you find a role that excites you, make sure to apply through our website. It streamlines the process and ensures your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Tax and Trusts Director
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 this role and how your background makes you the perfect fit. Don’t forget to mention your experience with HNWIs and your approach to client service.
Showcase Your Technical Knowledge: In your application, demonstrate your strong technical knowledge of UK tax law related to trusts and estates. This will show us that you’re not just experienced but also up-to-date with regulatory changes.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
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 recent changes in legislation and how they might impact high-net-worth individuals. This shows you're not just knowledgeable but also proactive about staying updated.
✨Showcase Your Leadership Skills
As a Tax and Trusts Director, you'll need to demonstrate your leadership capabilities. Prepare examples of how you've mentored junior team members or led successful projects. Highlighting your experience in managing client relationships will also be key, so think of specific instances where you've excelled.
✨Client-Centric Mindset
This role is all about providing bespoke solutions for clients. Be prepared to discuss how you've tailored your advice to meet individual client needs in the past. Show that you understand the importance of building long-term relationships and how you can contribute to that culture.
✨Engage with Business Development
Since this position involves collaboration on business development, think about how you've contributed to growing a client base or enhancing client engagement in previous roles. Bring ideas to the table about how you could help the firm attract new clients and retain existing ones.
