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
Trusts & IHT Planning Associate Director 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.
