Job Description
Trust Associate Director – Winchester
Winchester, Hampshire | Hybrid Working | Permanent | Competitive Salary + Benefits
Keywords: Trust Associate Director, Trust Director, Trusts & Estates, Private Client Tax, Trust Tax, Trust Manager, Inheritance Tax, IHT, Estate Planning, STEP, CTA, HNW, High Net Worth, Accountancy Practice, Winchester
We're recruiting a Trust Associate Director for a leading accountancy practice in Winchester.
This is a senior specialist opportunity for an experienced Trusts & Estates professional looking to take a leading role in developing a specialist service line, managing complex private client relationships and providing high-level technical advice.
Key Responsibilities
- Lead and grow a complex portfolio of Trusts & Estates clients
- Act as a trusted adviser on highly technical and sensitive matters
- Provide specialist advice across trust taxation, estate planning and IHT
- Oversee complex trust compliance, including trust accounts, tax returns and IHT returns
- Build strong relationships with HNW clients and professional referrers
- Act as a technical authority, supporting colleagues across the wider business
- Help shape and develop the firm's Trusts & Estates offering
- Identify new business opportunities and contribute to winning new work
- Develop relationships with solicitors, financial advisers and other professional referrers
- Maintain high technical, compliance and risk management standards
- Support, mentor and develop members of the wider team
About You
- STEP and/or CTA qualified
- Minimum 8 years' post-qualified experience in Trusts & Estates
- Extensive technical knowledge across trust taxation, IHT and estate planning
- Strong experience advising HNW clients on complex and sensitive matters
- Proven ability to manage and develop a high-value client portfolio
- Strong leadership and team development experience
- Commercially aware with a proven interest in business development
- Excellent communication and relationship-building skills
- Experience overseeing complex trust compliance work
- Strong technical judgement and attention to detail
- Professional, credible and confident dealing with senior clients and professional advisers
What's on Offer
- Hybrid and flexible working
- Senior leadership position within a growing Trusts & Estates team
- High-quality HNW and private client portfolio
- Significant technical and advisory exposure
- Opportunity to help shape and grow a specialist service line
- Strong business development and networking opportunities
- Career progression towards Director / Partner
- Supportive and collaborative working environment
- 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 .
Locations
Trust Associate Director - Winchester employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
