Trust Tax Director

at  Francis Clark LLP

IN A NUTSHELL

Are you an existing senior manager or director with significant experience of trust taxation looking for a new challenge in a firm that supports your development?
Heading up our Trust tax team, you’ll help us to provide a first-class tax compliance and advisory service to our personal tax clients

• 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 our clients
• Acting as principal on a portfolio of trust and HNW clients including taking responsibility for reviewing and signing out advice
• Reviewing and advising on trust accounts
• Playing an active role in marketing and developing our trust services offering
• Working with others to grow the team and our trust business
• Helping to upskill and develop our colleagues in other departments to ensure we manage risk and help with identifying opportunities for the firm
• Meeting with clients to ascertain and advise on their tax planning needs and overseeing the delivery of this work by other team members
• Working alongside the Private Client tax partners to identify key opportunities and threats within both the existing client base and externally
• Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
• Playing an active role in ensuring that work is undertaken by the right team members and departmental targets are met
• Assisting with the running of our trust corporation