Director and Tax and Trusts
Hertfordshire – Salary negotiable based on experience
Tax & Trusts Director - Hybrid
St Albans - Full Time
St 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
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 georgia@douglas-scott.co.uk
What do you enjoy doing outside of work?
I loveee a holiday, an espresso martini with the girls and staying fit in the gym!
What’s one goal you’re working towards this year?
My next promotion and getting up that career ladder!
What advice would you give to someone looking to enter the legal recruitment field?
It's not an easy ride so be prepared for it! There's lots of highs and lows, however when you match the perfect candidate and role and make a positive difference, it's deffo worth it!
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Job Spec:
- Area of Law:
- Type: Business Support
- Salary: Salary negotiable based on experience
- Term: Permanent
- Location: Hertfordshire
- Reference: 1045811
