Inheritance & Trust Specialist - Tax AD / Director
My client, a leading Private Wealth firm, is seeking an experienced Inheritance & Trust specialist to join their growing Private Client team at Associate Director or Director level.
This is an advisory-focused role working across UK and offshore trusts, estates and private charities. The successful candidate will lead complex inheritance tax and succession planning projects for multi-generational families, entrepreneurs and owner-managed businesses.
Key Responsibilities:
* Lead advisory projects on trusts, estates and inheritance tax matters
* Provide technical expertise to the wider Private Client team
* Oversee tax planning and compliance for UK and offshore trusts
* Review trust accounts and associated tax implications
* Work closely with trustees, wealth advisers and senior client stakeholders
* Supervise and develop junior team members
* Support business development initiatives
* Consult with Partners on complex technical and risk matters
Requirements:
* Strong private client tax experience gained within practice
* In-depth technical knowledge of Trusts and IHT
* Experience advising on succession planning for multi-generational families
* Experience reviewing trust accounts
* Confident engaging with senior stakeholders
* Staff management experience
* CTA and/or STEP qualified
* Degree educated
Excellent opportunity for an established AD/Director looking for a high-level advisory role within a highly regarded Private Wealth team.
Please reach out to me for more info! lauren.mcloughlin@pro-tax.co.uk // 07929 029526
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