Senior Trusts & IHT Planner | Associate Director

Taxation; Greater London; Presencial; GBP 90.000 - 110.000; Jornada completa

Descripción de la vacante

Taxation in London is seeking a senior Trusts and Tax professional to join the Private Client team. This strategic appointment works closely with London’s most respected Private Client Tax Partners and is advisory-focused, covering trust planning, succession, IHT matters, and client relations.

The role involves leading a team of trusts professionals, managing workloads, and supporting partners with private client networking and business development.

Formación

• CTA and/or STEP qualifications in Trusts and Tax.
• Strong knowledge of trust taxation, structuring and accounting.
• Excellent client-facing relationship management skills.

Responsabilidades

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

Conocimientos

Trust taxation

Offshore trusts

IHT planning

Client relationship management

Team leadership

Business development

Educación

CTA qualification

STEP qualification

Descripción del empleo

Taxation in London is seeking a senior Trusts and Tax professional to join the Private Client team. This strategic appointment works closely with London’s most respected Private Client Tax Partners and is advisory-focused, covering trust planning, succession, IHT matters, and client relations.

The role involves leading a team of trusts professionals, managing workloads, and supporting partners with private client networking and business development.