Trusts & IHT Associate Director

Overview

A rare opportunity for a senior Trusts and Tax professional to join the multi award-winning Private Client team of a high-profile accountancy firm.

This is a strategic appointment working closely with some of London\’s most respected Private Client Tax Partners. The role is advisory focused and will involve a number of key elements:

Responsibilities

• Provision of ad hoc trust planning advice (both on and offshore trusts), requiring strong trust taxation, structuring and accounting knowledge.
• Advising on succession-planning for UHNW multi-generational families.
• Acting as a key technical resource for IHT planning matters.
• Performing very much a client-facing relationship management role.
• Acting as the principal point of contact for trustees and third party advisors.
• Overseeing a team of experienced and qualified trusts professional, their workload, profitability, development and training.
• Assisting partners with private client networking and business development initiatives.

Qualifications

The role would suit a CTA and/or STEP qualified Trusts & Tax Senior Manager seeking a new challenge and the opportunity to progress their career towards Director, within a firm where Private Client Services maintain an extremely high profile.

Salary and application

Salary dependent on experience but likely to be in the region £90k-£110k p.a.

To find out more about this opportunity please email michaelhowells@howellsconsulting.co.uk Ref 716

Alternatively, simply apply below: