UK Tax Client Director – Offshore Trust Advisory

🔒 Confidential Employer

Posted 25 March 2026

LOCATION

London

TYPE

Full-time

LEVEL

Mid-Senior level

SKILLS

UK taxation Offshore trusts Wealth planning Client advisory Tax compliance HMRC guidelines Cross-border structuring International tax

FULL DESCRIPTION

The UK Tax Client Director – Offshore Trust Advisory will lead and grow [Employer hidden — view at passion-project.co.uk]’s UK advisory services for international private clients, with a focus on offshore trust structures, complex cross-border tax matters, and long-term wealth planning. The role requires deep technical capability, strong communication skills, and the ability to build trusted relationships with HNW and UHNW families across global markets.

Key Responsibilities

Act as Lead Adviser to an international portfolio of HNW and UHNW clients with offshore trust, company and fund structures.
Provide technical advice on UK tax implications of offshore trusts, including settlor-interested rules, anti-avoidance legislation, trust distributions, and remittance considerations, where relevant.
Deliver integrated planning covering cross-border structuring, wealth preservation and international mobility.
Maintain strong, long-term client relationships and act as the trusted point of contact for families and their professional advisers worldwide.

Technical & Regulatory Expertise

Advise trustees, families and corporate entities on UK tax compliance obligations, including Income Tax, CGT, Inheritance Tax and general reporting requirements (e.g., FATCA/CRS).
Oversee analysis of complex trust documentation and structures, ensuring alignment with UK tax law and international reporting frameworks.
Lead technical reviews of offshore structures to ensure defensibility and optimisation within HMRC guidelines.

Leadership & Practice Development

Contribute to the strategic growth of [Employer hidden]’s UK tax and advisory offering, supporting expansion across multiple UK offices.
Mentor and develop junior advisers within the tax team.
Collaborate with colleagues across Guernsey, Jersey, the UK and Switzerland to deliver seamless cross-jurisdictional service.

Business Development

Identify opportunities for new advisory projects arising from clients’ trust, corporate or investment arrangements.
Support professional networks, intermediary relationships and external events to enhance [Employer hidden]’s presence in the offshore advisory space.
Present tax and structuring insights to clients, intermediaries and internal teams.

Skills & Experience Required

CTA, STEP or equivalent professional qualification.
Extensive experience advising on UK taxation of offshore trusts, complex structuring and international private client matters.
Strong technical understanding of fiduciary and corporate services, reflecting [Employer hidden]’s broad offering across trust, accounting and tax compliance.
Demonstrated track record working with HNW/UHNW clients in multi-jurisdictional scenarios.
Ability to interpret legislation, identify risks, and deliver robust, practical solutions.

Why Join [Employer hidden]?

Join a fast-growing, independent fiduciary and advisory group.
Work with a highly experienced team known for delivering tailored, innovative services across complex international structures.
Opportunity to influence the continued expansion of the UK tax advisory practice in an entrepreneurial, client-focused environment.

What We Offer

Competitive salary based on experience.
Supportive and friendly working environment.
Clear progression pathway within a growing firm.
Ongoing training, CPD support, and exposure to high-quality advisory work.
Opportunity to play a key role in shaping the future of the Private Client team.
Hybrid working (up to 2 days home working a week) and/or flexible working (80%)
Annual discretionary bonus
8% pension (3% employer, 5% employee)
Private medical insurance
Death in Service Insurance
Long Term Disability Insurance
25 days’ holiday plus bank holidays
Annual away day and Christmas party