Director - Tax, Trusts & Probate (IHT Specialism)Overview
This senior role focuses on trust taxation, non-contentious probate, and inheritance tax planning. The ideal candidate will manage client relationships, oversee compliance, and provide strategic estate planning advice.Key ResponsibilitiesAdvise clients on trusts, estate planning, and inheritance tax.Oversee probate processes, including onboarding and compliance with regulations.Manage client relationships and deliver exceptional service.Prepare and review trust and estate accounts, tax returns, and related documentation.Lead and mentor team members, delegating and reviewing work.Support business development by identifying growth opportunities.RequirementsCTA and/or STEP qualified with a minimum of 5 years' experience in probate and private client work.Strong knowledge of the probate process and trust compliance.About the Firm
A growing independent accountancy firm with a history of delivering trusted advice in private client tax and estate planning. The firm prioritises teamwork and client care, with a diverse client base and an international presence.
Cedar is a specialist recruitment consultancy that provides bespoke solutions to Finance, Transformation and Procurement leaders both within the UK and internationally.
As a specialist consultancy, we are agile, flexible, innovative and our enviable track record proves we punch well above our weight when it comes to delivering appointments that last and add value.
Whether recruiting for entry or board level, on a permanent or contract basis, our entire culture is based on the concept of Listen. Advise. Deliver. We listen to our clients and candidates, understand their key drivers and then advise them as to the best approach to ensure effective delivery. This philosophy helps make sure we get it right first time, every time.
To find out more about our work or how we can assist you or your organisation please contact me on 0203 002 8050 or email me at info@cedarrecruitment.com .
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