Trust and Estate Planning Specialist

  • Location
    City of London, London
  • Contract Type
  • Posted
  • Start Date
  • Industry
    Professional Services
  • Expiry Date

Our Client has a proud heritage and as a firm of Chartered Accountants. Over the last decade the firm has undergone a number of transformations to become the dynamic and highly respected advisory firm it is today.

Central to their core belief is that client relationships and great service are critical to their success and that by promoting a personal, supportive and proactive environment, they can deliver advice of the highest standard.

They act for a diverse range of clients who operate in a multitude of sectors both in the UK and Internationally including, but not limited to, property, sports, entertainment and media.

Day to Day Responsibilituies include

  • Management of a portfolio of clients with particular focus on:
  • Delivering complex Trust and Estate Planning Advice.
  • Advising both UK and international clients of a high calibre on their global Trust and Estate Planning.
  • Consolidating offshore Trust Structures and liaising with Trustees to deliver tax efficient planning, mindful of HMRC challenge.
  • Responsibility to build a new team within a dynamic and fast-growing Partnership.
  • Taking responsibility for those more junior to you within the team to ensure that they are exposed to a variety of work and progress their own knowledge.
  • Putting clients at ease and manage generation tax planning for complex and cross border family structures.
  • Pro-actively looking for opportunities to save tax on behalf of your clients
  • Pro-actively looking for pitfalls to ensure that clients do not have unexpected liabilities or problems.
  • Building and maintaining strong relationships with existing clients as well as taking on and embedding new clients.
  • Manage WIP and billing for your portfolio

Qualifications, Experience & Skills required

  • CTA, but QBE also considered
  • Substantial experience in all areas noted under day-to-day responsibilities.
  • Structuring and basic Will writing would be an advantage.
  • Experience managing a portfolio of personal tax compliance.
  • Experience in training and managing juniors.
  • Evidence of adding value to a portfolio of clients.
  • Strong and broad tax technical knowledge
  • Excellent people skills to maintain client and staff relations
  • Attention to detail
  • Positive and pro-active approach with clients and colleagues
  • Confidence to act independently
  • Full working knowledge of CCH useful

If this role is of interest to you then please get in touch for an initial discussion

Please note our advertisements use PQE/salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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