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 ser...

Ready to Apply?

Submit your application today and join our talented team at Taxation.