Senior Trusts & Estates Tax Director

Clark Wood Limited; Winchester (VA); On-site; USD 119,000 - 172,000; Full time

Job summary

Clark Wood Limited in Winchester, Hampshire, seeks a senior Trusts & Estates Tax Director to take ownership of a sophisticated client portfolio and to provide high‑level technical guidance, strategic planning and client advisory work.

You will lead teams across advisory and compliance, mentor colleagues, support business development, and help grow the Trusts & Estates service from the Winchester office, collaborating with senior clients and external advisers.

Qualifications

• Senior role focused on complex trusts and estates with client advisory work and business development.

Responsibilities

• Take ownership of a portfolio of complex and high-value Trusts & Estates clients, developing long-term relationships and becoming a key point of contact for strategic advice.
• Provide specialist guidance across a broad range of trust and estate matters, using your technical knowledge to deliver practical and commercially focused solutions.
• Oversee the delivery of trust compliance work, including accounts, tax computations, tax returns and Inheritance Tax reporting, ensuring all work meets the required technical and professional standards.
• Work closely with senior clients and their wider professional advisers, offering clear and confident guidance on complex issues and longer-term estate planning.
• Identify opportunities to broaden and strengthen the firm's Trusts & Estates service, contributing ideas and initiatives that improve both client experience and commercial performance.
• Support the firm's business development strategy by developing new opportunities, strengthening relationships with professional referrers and contributing to the firm's reputation within the market.
• Provide technical leadership across the wider business, acting as a point of reference for colleagues dealing with complex Trusts & Estates matters.
• Collaborate with teams across different offices, sharing expertise and helping to promote consistency and best practice.
• Contribute to the development of the wider Trusts & Estates team through mentoring, knowledge sharing and technical support.
• Champion quality and technical excellence across both advisory and compliance work, ensuring consistently high standards of service.
• Keep abreast of developments in trust and estate taxation and use this knowledge to inform client advice and the ongoing development of the firm's services.

Job description

Clark Wood Limited in Winchester, Hampshire, seeks a senior Trusts & Estates Tax Director to take ownership of a sophisticated client portfolio and to provide high‑level technical guidance, strategic planning and client advisory work.

You will lead teams across advisory and compliance, mentor colleagues, support business development, and help grow the Trusts & Estates service from the Winchester office, collaborating with senior clients and external advisers.