Trusts Director | Private Client Leader (Hybrid)

Saffery; Bournemouth; Hybrid; GBP 90,000 - 150,000; Full time

Benefits offered by this job

35 hour working week

Hybrid working policy

25 days annual leave

Life Assurance

Contributory pension

Profit-Sharing Plan

Discretionary bonus

Job summary

Saffery LLP is seeking an experienced Senior Manager or Director to lead the Trusts team across London and the South, and join the Private Client Group leadership. The role involves UK and international trusts, complex tax advisory, and fiduciary services for high net worth clients.

You will work with the Private Client Group to provide strategic advice, tax planning, and client service excellence, while mentoring colleagues and representing the firm at industry events.

Qualifications

• ACA/ACCA qualified with significant tax experience; dual qualification (CTA/TEP) advantageous.
• Experience managing a demanding portfolio with multiple stakeholders.
• Strong interpersonal, commercial and leadership skills.

Responsibilities

• Oversee a varied portfolio of UK and international trusts and estates for high net worth individuals.
• Lead on complex tax matters including trust structuring and operational tax issues; provide technical support.
• Oversee preparation and review of trust accounts; ensure timely client deliverables.
• Maintain and develop relationships with intermediaries and professional bodies, representing the firm externally.
• Mentor junior team members and contribute to internal training on trust taxation and private client updates.

Skills

Leadership

Tax advisory

Communication

Team management

Education

ACA/ACCA qualified

CTA/TEP advantageous

Job description

Saffery LLP is seeking an experienced Senior Manager or Director to lead the Trusts team across London and the South, and join the Private Client Group leadership. The role involves UK and international trusts, complex tax advisory, and fiduciary services for high net worth clients.

You will work with the Private Client Group to provide strategic advice, tax planning, and client service excellence, while mentoring colleagues and representing the firm at industry events.