Back to search
Tax & Trusts Director - HybridSt Albans - Full Time
£80,000 - £105,000
A fantastic, leading St Albans firm, known to us as a client for many years are keen to add an experienced Tax & Trusts Director to their already impressive Tax & Trusts team on a full time basis.
Based in well-equipped offices in an impressive setting, close to commuter links, the Tax & Trusts Director will benefit from working with a cohesive team of Lawyers, Accountants and Fee Earners to deliver a high quality of a full range of Tax & Trusts duties in St Albans. Duties and responsibilities of the Tax & Trusts Director
- Liaise and meet with prospective new trust, probate and estate planning clients to scope out the work and agree pricing.
- Onboarding new trust, probate and estate planning clients, issuing our letter of engagement and terms of business and dealing with KYC requirements.
- Manage the client relationship, providing exceptional service and support throughout the probate and trust compliance process and tailored estate planning advice.
- Correspond with HMRC and HMCTS, as appropriate.
- Delegate and review work of team members, train and mentor.
- Prepare and review estate accounts and estate tax returns.
- Prepare and review trust accounts and trust tax returns, including Trust Registration Service, review for FATCA and CRS reporting, where applicable.
- Manage the probate process (routine non-contentious) from start to finish.
- Contribute to business development initiatives, identifying opportunities for growth within the practice.
Skills Required:
- Experienced Trust Accountant or Manager in a law or accountancy firm
- CTA and/or STEP qualified
- Minimum 5 years of experience in probate and/or private client.
- Experience of the probate process (routine, non-contentious).
- Excellent communication and interpersonal skills, with a client-focused approach.
- Strong organisational skills and the ability to manage multiple projects simultaneously.
- Proven ability to manage multiple cases and deadlines effectively.
- Proficiency in tax software and relevant technology tools.
The firm are offering 28 days holiday plus bank holidays, a 50% hybrid working arrangement to suit the candidate and a range of competitive benefits. If you are an experienced Tax & Trusts Director, based in or near St Albans, please get in touch for confidential consideration or send your CV to
