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Trust Tax Director

Company

Taxation

Location

poole, United-Kingdom

Type

Full-time

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...

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