Trusts & IHT Planning Associate Director – London

Howells Consulting Ltd; Greater London; Hybrid; GBP 90,000 - 110,000; Full time

Job summary

Howells Consulting Ltd. is seeking a senior Trusts and Tax professional to join its Private Client team in London. The role is advisory-focused and involves close collaboration with Trusts & Tax Partners.

You will lead a small team of professionals, manage client relationships, and contribute to business development initiatives. The position targets a CTA and/or STEP qualification with extensive trust taxation expertise, offshore trust experience, and a track record in UHNW planning.

Qualifications

• CTA or STEP qualification is required.
• Strong knowledge of trust taxation, planning and accounting.
• Senior-level, client-facing leadership experience.

Responsibilities

• Provide ad hoc trust planning advice (on/offshore trusts) with strong tax expertise.
• Advise on succession planning for UHNW multi-generational families.
• Act as a key technical resource for IHT planning matters.
• Maintain a high level of client-facing relationship management.
• Be the principal contact for trustees and third-party advisors.
• Oversee a team of trusts professionals, workload and training.

Skills

Trust taxation

Team management

Relationship management

Advisory

Education

CTA or 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.

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.