At a Glance
- Tasks: Lead offshore trust advisory, providing expert UK tax advice and mentoring junior advisers.
- Company: Fast-growing fiduciary and tax services group with a focus on private client tax.
- Benefits: Competitive salary, professional development, and the chance to shape a growing practice.
- Why this job: Make a significant impact in a senior role while working with high-net-worth clients.
- Qualifications: CTA, STEP or equivalent qualification with extensive offshore trust taxation experience.
- Other info: Dynamic environment with opportunities for business development and cross-jurisdictional work.
The predicted salary is between 80000 - 100000 £ per year.
We are partnering with an independently owned, fast‑growing fiduciary and tax services group that is seeking an experienced UK Tax Client Director to lead its Offshore Trust Advisory function. This rare and senior position is well suited to a highly technical private client tax specialist with expertise in offshore trusts, complex structuring and multi‑jurisdictional matters. You will take immediate responsibility for a complex client portfolio, provide high‑level UK tax advice, mentor junior advisers and help drive the continued expansion of the private client tax practice.
Key Responsibilities
- Deliver advanced UK tax advice on offshore trusts, including anti‑avoidance rules, distributions and remittance considerations.
- Oversee analysis of complex trust documentation and structures to ensure alignment with UK tax law and international reporting frameworks.
- Lead technical reviews of offshore structures, including stockpile gains calculations and trust winding‑up strategies, ensuring defensibility and optimisation within HMRC guidelines.
- Deliver integrated planning covering cross‑border structuring, wealth preservation and international mobility.
- Support and mentor junior team members across multiple offices.
- Identify advisory opportunities and contribute to business development activities.
Skills and Experience
- CTA, STEP or equivalent qualification.
- Extensive experience advising HNW and UHNW clients on offshore trust taxation.
- Strong knowledge of fiduciary and corporate services.
- Proven ability to interpret legislation, assess risks and provide practical solutions.
- Experience working across multiple offices or jurisdictions is advantageous.
Tax Client Director – UK & Offshore employer: Victus Search
Contact Detail:
Victus Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Client Director – UK & Offshore
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience with offshore trusts and complex structuring in detail during interviews. Use real-life examples to demonstrate your knowledge and problem-solving skills.
✨Tip Number 3
Don’t forget to follow up! After interviews or networking events, send a quick thank-you email. It shows your enthusiasm and keeps you on their radar, which can make all the difference.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it’s super easy to navigate and find the right fit for your skills.
We think you need these skills to ace Tax Client Director – UK & Offshore
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with offshore trusts and UK tax advice. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in complex structuring and multi-jurisdictional matters.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Tax Client Director role. Share specific examples of your past experiences that demonstrate your ability to lead and mentor, as well as your technical knowledge in the field.
Showcase Your Qualifications: Don’t forget to mention your CTA, STEP, or equivalent qualifications prominently. We’re looking for someone with extensive experience advising HNW and UHNW clients, so make sure this shines through in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Victus Search
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK tax laws, especially around offshore trusts. Be ready to discuss anti-avoidance rules and remittance considerations in detail. This role requires a high level of technical expertise, so showing that you’re on top of the latest regulations will impress the interviewers.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully advised HNW and UHNW clients on complex tax matters. Highlight any experience you have with multi-jurisdictional issues and how you’ve navigated them. This will demonstrate your capability to handle the complex client portfolio they’re looking to fill.
✨Mentorship Matters
Since this role involves mentoring junior advisers, think about your past experiences in leadership or training roles. Be ready to share how you’ve supported team members in their development and how you plan to contribute to the growth of the team at the new company.
✨Business Development Mindset
This position also focuses on identifying advisory opportunities and contributing to business development. Come prepared with ideas on how you could help expand their private client tax practice. Showing that you’re proactive and have a strategic mindset will set you apart from other candidates.