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.
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Trusts & IHT Planning Associate Director in City of London employer: Howells Consulting Ltd
Howells Consulting Ltd is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Cambridge. With a strong focus on employee growth, you will have access to tailored development opportunities while working alongside a talented team dedicated to providing top-tier advice to high-net-worth clients. The company's commitment to work-life balance and its supportive environment make it an ideal place for professionals looking to advance their careers in wealth planning and tax strategies.
