Due to continued expansion and increasing client demand, we are seeking an experienced and ambitious professional to establish, lead and develop a new department specialising in Inheritance Tax (IHT), Probate, Wills, Trusts and Estate Planning within our established Chartered Accountancy practice.
The successful candidate will be responsible for managing client engagements, providing specialist advice and developing this growing area of our practice.
Qualifications and Experience
Professionally qualified ACA, ACCA, STEP or Solicitor with a minimum of three years' relevant experience in practice. Strong technical knowledge and practical experience in probate administration, inheritance tax planning, wills, trusts and estate planning. Proven ability to advise clients on tax-efficient wealth preservation, succession planning and the use of trusts. Excellent leadership and management skills, with the ambition and ability to establish and expand a specialist department. Strong interpersonal and communication skills, with the confidence to advise clients and build lasting professional relationships. A proactive, commercially minded and solution-oriented approach to identifying opportunities and resolving complex client matters.
