Trust Tax Director

Large independent firm seeks a Trust Tax Director to head a trust team across the South West. This is an exciting opportunity to live in a beautiful part of the world as the offices you could be based from include Poole, Salisbury, Exeter and Truro.

• Ensuring the work of the Trust team is compliant with legislative and ethical standards
• Assisting the team in solving client issues and ensuring they are delivered to the timescale and budget required
• Managing a team of advisors including taking a leading role in their professional development
• Liaising with clients including Trustees, Beneficiaries, individuals and other intermediaries to provide a first‑class service to clients
• Acting as principal on a portfolio of trust and HNW clients including taking responsibility for reviewing and signing out of advice
• Reviewing and advising on trust accounts
• Playing an active role in marketing and developing the trust services offering
• Working with others to grow the team and our trust business
• Helping to upskill and develop colleagues in other departments to ensure we manage risk and help with identifying opportunities for the firm
• Meeting with clients to ascertain and advise on their tax planning needs and overseeing the delivery of this work by other team members
• Working alongside the Private Client tax partners to identify key opportunities and threats within both the existing client base and externally
• Actively seeking opportunities to promote other departments within the firm, and in particular the services of our financial planning colleagues
• Playing an active role in ensuring that work is undertaken by the right team members and departmental targets are met
• Assisting with the running of a trust corporation

• Previous experience in a similar role as either an experienced senior manager looking to take the next step in their career, or a director
• ATT or CTA qualified (or equivalent) with up‑to‑date technical knowledge. The STEP qualification is also desirable.

A great opportunity.