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- Tasks: Lead trust taxation and probate services while ensuring top-notch client care.
- Company: Join a progressive firm focused on expertise and professional growth.
- Benefits: Enjoy a dynamic role with opportunities for mentorship and career advancement.
- Why this job: Make a real impact in estate planning and client relationships in a supportive environment.
- Qualifications: Must have CTA and/or STEP qualification with 5+ years in probate or private client services.
- Other info: Contact Mollie Smith for more details or apply now!
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced leader in trust taxation, probate, and inheritance tax, ready to take on a dynamic role within a progressive and growing team? Our client is seeking a knowledgeable Tax & Trusts Director to drive their trust, estate planning, and probate services, ensuring both technical excellence and the highest standard of client care.
This role involves overseeing trust and probate matters, providing strategic advice on wills, estate planning, and inheritance tax, and working closely with clients to deliver tailored guidance in line with current regulations., * Client Engagement: Meet with potential clients to assess needs, scope out projects, and establish pricing for trust, probate, and estate planning services.
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Client Onboarding: Manage the initial client onboarding, including preparing engagement letters and conducting KYC checks.
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Relationship Management: Serve as the primary contact, offering support and guidance throughout the compliance process and estate planning journey.
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Compliance and Correspondence: Handle all relevant interactions with HMRC and HMCTS to ensure accurate and timely compliance.
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Team Leadership: Oversee, mentor, and review the work of junior team members, ensuring a high standard of service delivery.
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Preparation and Review: Draft and review estate and trust accounts and tax returns, including ensuring compliance with Trust Registration Service, FATCA, and CRS as needed.
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Probate Management: Lead the probate process for non-contentious cases from start to finish.
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Business Development: Identify and contribute to practice growth opportunities.
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CTA and/or STEP qualification (essential).
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Minimum 5 years’ experience in probate or private client services.
This is an excellent opportunity for a seasoned professional looking to advance their career with a forward-thinking firm that values expertise, client service, and professional growth. If you have the drive to lead in this field and are passionate about trust and estate management, apply now or contact Mollie Smith for more information.
https://www.pro-recruitment.co.uk/disciplines/tax
Telephone
020 4549 9941
Trusts & Tax Director - St Albans employer: Pro-Group
Contact Detail:
Pro-Group Recruiting Team
+442045499941
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Tax Director - St Albans
✨Tip Number 1
Make sure to highlight your leadership experience in trust taxation and probate during networking events. Engaging with professionals in the field can help you learn about unadvertised opportunities and gain insights into what firms like ours are looking for.
✨Tip Number 2
Stay updated on the latest regulations and changes in tax laws related to trusts and estates. This knowledge will not only boost your confidence but also demonstrate your commitment to providing high-quality client care, which is essential for a role like this.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms on LinkedIn. Ask them about their experiences and any tips they might have for someone looking to step into a Trusts & Tax Director role.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships and led teams in your previous roles. Being able to share these stories will set you apart during interviews and show that you're ready to take on this dynamic position.
We think you need these skills to ace Trusts & Tax Director - St Albans
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Trusts & Tax Director position. Understand the key responsibilities and required qualifications, such as the importance of client engagement and compliance.
Tailor Your CV: Customize your CV to highlight relevant experience in trust taxation, probate, and inheritance tax. Emphasize your leadership skills and any specific achievements in client service and team management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for trust and estate management. Discuss your experience with client onboarding and relationship management, and how you can contribute to the firm's growth.
Highlight Qualifications: Clearly mention your CTA and/or STEP qualifications in your application. These are essential for the role, so make sure they stand out in both your CV and cover letter.
How to prepare for a job interview at Pro-Group
✨Showcase Your Expertise
Be prepared to discuss your experience in trust taxation, probate, and inheritance tax. Highlight specific cases where you provided strategic advice or led successful projects, demonstrating your technical excellence.
✨Client Engagement Skills
Since client interaction is key, practice how you would assess client needs and scope out projects. Be ready to share examples of how you've successfully managed client relationships and tailored services to meet their requirements.
✨Demonstrate Leadership Abilities
As a potential team leader, emphasize your mentoring and oversight experience. Discuss how you've supported junior team members and ensured high standards of service delivery in previous roles.
✨Stay Updated on Regulations
Familiarize yourself with current regulations related to trust registration, FATCA, and CRS. Be prepared to discuss how you ensure compliance in your work and how you handle interactions with HMRC and HMCTS.
