Tax and Trusts Director

Overview

Provide tax and trust advisory to HNWIs, lead projects, and mentor team.

Key Responsibilities

• tax strategy
• portfolio management
• trust structuring
• estate planning
• mentoring
• business development

Tasks

-Provide thought leadership in complex tax matters, keeping clients ahead of regulatory changes -Manage a portfolio of HNWIs, trusts, and estates, delivering strategic tax advice -Support the team with mentoring, training, and technical development -Collaborate with senior leadership on business development and client engagement -Lead advisory projects across trust structuring, inheritance tax planning, estate planning, and family wealth preservation

Requirements

• cta/step
• business development
• client management
• tax advisory
• uk tax
• leadership

What You Bring

An established and highly regarded Private Client Tax and Trusts practice is seeking an experienced Tax and Trusts Director to join its London office. This role offers the opportunity to work with high-net-worth individuals (HNWIs), entrepreneurs, and trustees, providing bespoke tax planning and wealth management solutions. -A CTA/STEP qualification (or equivalent) -Proven business development and client relationship management skills -Extensive experience in private client tax and trusts advisory -Strong technical knowledge of UK tax law relating to trusts, estates, and inheritance tax -Leadership capabilities to mentor and develop junior team members

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Benefits

-Hybrid working arrangements -Exposure to a diverse, high-profile client base -A collaborative and supportive culture -Opportunities for career progression within a growing and dynamic team

About Advanced Resource Managers

-Known for sourcing highly skilled professionals in technical, engineering, and IT sectors. -Serves clients across multiple industries, with special focus on energy, aerospace, and infrastructure. -Experienced in finding talent for niche, complex roles in the recruitment market. -Successfully delivered recruitment solutions for high-profile projects, including large-scale infrastructure and energy developments. -Trusted by top companies worldwide, offering tailored recruitment strategies for long-term success. -Prides itself on adaptability to evolving industry demands, ensuring they stay at the forefront of global talent acquisition.

Sector Specialisms