Tax & Trusts Director - HybridSt 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
1. Liaise and meet with prospective new trust, probate and estate planning clients to scope out the work and agree pricing.
2. Onboarding new trust, probate and estate planning clients, issuing our letter of engagement and terms of business and dealing with KYC requirements.
3. Manage the client relationship, providing exceptional service and support throughout the probate and trust compliance process and tailored estate planning advice.
4. Correspond with HMRC and HMCTS, as appropriate.
5. Delegate and review work of team members, train and mentor.
6. Prepare and review estate accounts and estate tax returns.
7. Prepare and review trust accounts and trust tax returns, including Trust Re...