Trust Associate Director - Winchester
7 days ago
Winchester
Trust Associate Director – Winchester \n Winchester, Hampshire | Hybrid Working | Permanent | Competitive Salary + Benefits \n Keywords: Trust Associate Director, Trust Director, Trusts & Estates, Private Client Tax, Trust Tax, Trust Manager, Inheritance Tax, IHT, Estate Planning, STEP, CTA, HNW, High Net Worth, Accountancy Practice, Winchester \n We're recruiting a Trust Associate Director for a leading accountancy practice in Winchester. \n This is a senior specialist opportunity for an experienced Trusts & Estates professional looking to take a leading role in developing a specialist service line, managing complex private client relationships and providing high-level technical advice. \n Key Responsibilities \n\n • Lead and grow a complex portfolio of Trusts & Estates clients\n, • Act as a trusted adviser on highly technical and sensitive matters\n, • Provide specialist advice across trust taxation, estate planning and IHT\n, • Oversee complex trust compliance, including trust accounts, tax returns and IHT returns\n, • Build strong relationships with HNW clients and professional referrers\n, • Act as a technical authority, supporting colleagues across the wider business\n, • Help shape and develop the firm's Trusts & Estates offering\n, • Identify new business opportunities and contribute to winning new work\n, • Develop relationships with solicitors, financial advisers and other professional referrers\n, • Maintain high technical, compliance and risk management standards\n, • Support, mentor and develop members of the wider team\n\n About You \n\n • STEP and/or CTA qualified\n, • Minimum 8 years' post-qualified experience in Trusts & Estates\n, • Extensive technical knowledge across trust taxation, IHT and estate planning\n, • Strong experience advising HNW clients on complex and sensitive matters\n, • Proven ability to manage and develop a high-value client portfolio\n, • Strong leadership and team development experience\n, • Commercially aware with a proven interest in business development\n, • Excellent communication and relationship-building skills\n, • Experience overseeing complex trust compliance work\n, • Strong technical judgement and attention to detail\n, • Professional, credible and confident dealing with senior clients and professional advisers\n\n What's on Offer \n\n • Hybrid and flexible working\n, • Senior leadership position within a growing Trusts & Estates team\n, • High-quality HNW and private client portfolio\n, • Significant technical and advisory exposure\n, • Opportunity to help shape and grow a specialist service line\n, • Strong business development and networking opportunities\n, • Career progression towards Director / Partner\n, • Supportive and collaborative working environment\n, • Competitive salary and benefits\n\n Location \n Winchester, Hampshire, commutable from Southampton, Eastleigh, Romsey, Basingstoke, Andover, Fareham and surrounding areas. \n Apply today for a confidential discussion with Jack Wood on or .