Trust Tax Director

Georgiana Head Recruitment Limited; Salisbury; On-site; GBP 60,000 - 100,000; Full time

Job summary

A leading independent firm is seeking a Trust Tax Director to manage a trust team in the South West of England. This role involves client management, team leadership, and ensuring compliance with tax legislation, along with opportunities for professional development. Ideal candidates will be ATT or CTA qualified with experience in the field.

Benefits

Professional development opportunities

Work in a beautiful location

Qualifications

• Previous experience in a similar role or as a director.
• Up-to-date technical knowledge in trust tax.

Responsibilities

• Ensuring team compliance with standards and managing client issues.
• Reviewing trust accounts and advising on tax planning needs.
• Leading a team of advisors and developing trust services.

Skills

Client relationship management

Team leadership

Problem solving

Tax planning

Education

ATT or CTA qualified

STEP qualification (desirable)

Job description

Large independent firm seeks a Trust Tax Director to head a trust team across the South West. This is an exciting opportunity to live in a beautiful part of the world as the offices you could be based from include Poole, Salisbury, Exeter and Truro.

• Ensuring the work of the Trust team is compliant with legislative and ethical standards
• Assisting the team in solving client issues and ensuring they are delivered to the timescale and budget required
• Managing a team of advisors including taking a leading role in their professional development
• Liaising with clients including Trustees, Beneficiaries, individuals and other intermediaries to provide a first-class service to clients
• Acting as principal on a portfolio of trust and HNW clients including taking responsibility for reviewing and signing out of advice
• Reviewing and advising on trust accounts
• Playing an active role in marketing and developing the trust services offering
• Working with others to grow the team and our trust business
• Helping to upskill and develop colleagues in other departments to ensure we manage risk and help with identifying opportunities for the firm
• Meeting with clients to ascertain and advise on their tax planning needs and overseeing the delivery of this work by other team members
• Working alongside the Private Client tax partners to identify key opportunities and threats within both the existing client base and externally
• Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
• Playing an active role in ensuring that work is undertaken by the right team members and departmental targets are met
• Assisting with the running of a trust corporation
About you
• Previous experience in similar role as either an experienced senior manager looking to take the next step in their career, or a director
• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge. The STEP qualification is also desirable.

A great opportunity.