Trust Director – Winchester
Winchester, Hampshire | Hybrid Working | Permanent | Competitive Salary + Benefits
Keywords: Trust Director, Trusts & Estates Director, Private Client Tax Director, Trust Tax Director, Private Client, Trust Tax, Inheritance Tax, IHT, Estate Planning, HNW, High Net Worth, STEP, CTA, Accountancy Practice, Winchester
We're recruiting a Trust Director for a leading accountancy practice in Winchester.
This is a senior leadership opportunity for an experienced Trusts & Estates specialist looking to lead a complex portfolio, develop a specialist service line and act as a trusted adviser to high-net-worth clients, families and professional referrers.
Key Responsibilities
- Lead and grow a complex portfolio of Trusts & Estates clients
- Provide expert advice across trust taxation, IHT, estate planning and succession planning
- Act as a senior trusted adviser to HNW individuals, families and trustees
- Oversee complex trust accounts, tax returns and IHT reporting
- Develop and strengthen relationships with solicitors, financial advisers and other professional referrers
- Drive business development and identify opportunities to grow the Trusts & Estates offering
- Shape the firm's strategy and proposition across Trusts & Estates
- Act as a recognised technical authority across the wider business
- Lead, mentor and develop senior and junior members of the team
- Maintain the highest standards of technical quality, compliance and risk management
- Represent the firm at networking events and within the wider private client market
About You
- STEP and/or CTA qualified
- Extensive post-qualified experience in Trusts & Estates
- Deep technical expertise in trust taxation, Inheritance Tax and estate planning
- Proven experience advising HNW clients on complex and sensitive matters
- Strong track record of managing and growing a significant client portfolio
- Experience developing professional referrer relationships
- Proven business development and revenue growth experience
- Strong leadership and team development skills
- Excellent communication and stakeholder management abilities
- Commercial, strategic and technically authoritative
- Extensive experience overseeing complex trust compliance
What's on Offer
- Hybrid and flexible working
- Senior Director-level leadership opportunity
- High-quality HNW and Trusts & Estates client portfolio
- Opportunity to shape and grow a specialist service line
- Significant technical and advisory exposure
- Strong business development opportunities
- Supportive and collaborative leadership team
- Competitive salary and benefits
Location
Winchester, Hampshire, commutable from Southampton, Eastleigh, Romsey, Basingstoke, Andover, Fareham and surrounding areas.
Apply today for a confidential discussion with Jack Wood on or .
