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Tax, Trusts & Probate Director

Posted: 23/12/24
Recruiter:Cedar
Reference:2870569519
Type:Permanent
Salary:£90,000 - £105,000 Annual
Location:St. Albans, Hertfordshire
Description:

Director - Tax, Trusts & Probate (IHT Specialism)

Overview
This senior role focuses on trust taxation, non-contentious probate, and inheritance tax planning. The ideal candidate will manage client relationships, oversee compliance, and provide strategic estate planning advice.

Key Responsibilities

  • Advise clients on trusts, estate planning, and inheritance tax.
  • Oversee probate processes, including onboarding and compliance with regulations.
  • Manage client relationships and deliver exceptional service.
  • Prepare and review trust and estate accounts, tax returns, and related documentation.
  • Lead and mentor team members, delegating and reviewing work.
  • Support business development by identifying growth opportunities.

Requirements

  • CTA and/or STEP qualified with a minimum of 5 years' experience in probate and private client work.
  • Strong knowledge of the probate process and trust compliance.

About the Firm
A growing independent accountancy firm with a history of delivering trusted advice in private client tax and estate planning. The firm prioritises teamwork and client care, with a diverse client base and an international presence.

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