Trusts & IHT Planning Associate Director

Taxation; Greater London; Hybrid; GBP 90,000 - 110,000; Full time

Job summary

A rare opportunity for a senior Trusts and Tax professional to join the multi award-winning Private Client team of a high-profile accountancy firm in London.

This advisory-focused role covers trust planning (on/offshore), UHNW succession planning, IHT matters, and a client-facing leadership position overseeing a trusts team while supporting Partners with networking.

Salary dependent on experience but likely £90k–£110k p.a. Email [e-mail] Ref 739

Qualifications

• Strong knowledge of trust taxation, structuring, and accounting.
• Experience advising on UHNW succession planning.
• Technical resource for IHT planning matters.
• Proven client-facing relationship management.

Responsibilities

• Provide ad hoc trust planning advice (on and offshore).
• Lead a team of trusts professionals and develop talent.
• Support partners with private client networking and business development initiatives.

Skills

Trust taxation

Offshore trusts

IHT planning

Succession planning

Client relationship management

Team leadership

Business development

Education

CTA qualification

STEP qualification

Job description

A rare opportunity for a senior Trusts and Tax professional to join the multi award-winning Private Client team of a high-profile accountancy firm.

This is a strategic appointment working closely with some of London's most respected Private Client Tax Partners.
The role is advisory focused and will involve a number of key elements:

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

The role would suit a CTA and/or STEP qualified Trusts & Tax Senior Manager seeking a new challenge and the opportunity to progress their career towards Director, within a firm where Private Client Services maintain an extremely high profile.

Salary dependent on experience but likely to be in the region £90k-£110k p.a.

To find out more about this opportunity please email [e-mail] Ref 739