Trusts & IHT Planning Associate Director

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

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Trust taxation

Offshore trusts

IHT 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.