Trust Associate Director – Winchester

Trust Associate Director – Winchester

Winchester, Hampshire | Hybrid Working | Permanent | Competitive Salary + Benefits

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

We're recruiting a Trust Associate Director for a leading accountancy practice in Winchester .

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.

Key Responsibilities

• Lead and grow a complex portfolio of Trusts & Estates clients
• Act as a trusted adviser on highly technical and sensitive matters
• Provide specialist advice across trust taxation, estate planning and IHT
• Oversee complex trust compliance, including trust accounts, tax returns and IHT returns
• Build strong relationships with HNW clients and professional referrers
• Act as a technical authority, supporting colleagues across the wider business
• Help shape and develop the firm's Trusts & Estates offering
• Identify new business opportunities and contribute to winning new work
• Develop relationships with solicitors, financial advisers and other professional referrers
• Maintain high technical, compliance and risk management standards
• Support, mentor and develop members of the wider team

About You

• STEP and/or CTA qualified
• Minimum 8 years' post-qualified experience in Trusts & Estates
• Extensive technical knowledge across trust taxation, IHT and estate planning
• Strong experience advising HNW clients on complex and sensitive matters
• Proven ability to manage and develop a high-value client portfolio
• Strong leadership and team development experience
• Commercially aware with a proven interest in business development
• Excellent communication and relationship-building skills
• Experience overseeing complex trust compliance work
• Strong technical judgement and attention to detail
• Professional, credible and confident dealing with senior clients and professional advisers

What's on Offer

• Hybrid and flexible working
• Senior leadership position within a growing Trusts & Estates team
• High-quality HNW and private client portfolio
• Significant technical and advisory exposure
• Opportunity to help shape and grow a specialist service line
• Strong business development and networking opportunities
• Career progression towards Director / Partner
• Supportive and collaborative working environment
• Competitive salary and benefits

Location

Winchester, Hampshire , commutable from Southampton, Eastleigh, Romsey, Basingstoke, Andover, Fareham and surrounding areas.

Apply today for a confidential discussion with Jack Wood on or .