Our client is a prominent accountancy firm with a highly-respected Private Client Tax offering. Their award-winning team has significant expertise in advising HNW/UHNW individuals, wealthy families, trusts and estates. They are now looking to make a strategic hire, with the appointment of a Trusts & Tax Associate Director.
Working closely with leading Private Client Partners, the incoming individual will deliver high-end trust planning advice (as well as overseeing complex compliance) on an impressive portfolio of on and offshore trusts. This will include advising on trust structuring, creation and cessation, as well as IHT, CGT and domicile/residence related issues. They will also liaise with HMRC on enquiry and LDF related matters.
Very much a client-facing role, the position requires excellent communication and client-management skills, as well as strong tax technical trusts knowledge, IHT and CGT expertise. CTA and/or ACA qualified, the Associate Director is also likely to hold the STEP qualification and currently be working as a Trust Senior Manager for a leading accountancy or law firm.
In return, the individual will join a sterling Private Client practice, that provides a core service line to the firm. They will perform a high profile role and have the opportunity to progress on to Director grade, with the support and guidance of the Partners. Ref 647
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