Job Description
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 .
Locations
Trust 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.
