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- Tasks: Lead a busy department managing trusts and providing expert advice.
- Company: Join a well-established law practice in Sussex with a friendly reputation.
- Benefits: Enjoy competitive salary, good annual leave, healthcare plans, and onsite parking.
- Why this job: Be a key player in a growing practice with full autonomy and support.
- Qualifications: Must have relevant qualifications like STEP, CIOT, or AAT.
- Other info: Work in a pleasant environment with down-to-earth colleagues.
The predicted salary is between 36000 - 60000 £ per year.
Trust "Champion" Required To Take The Lead On a Busy Department at This Fantastic Sussex Law Practice. An excellent opportunity to be the subject matter expert at a very well-established practice that continues to grow. A broad and varied mix of legacy trusts acquired through acquisition and an eye on growing this area of the practice in future.
The firm are established at multiple locations across Sussex, with a reputation for providing excellent advice in a friendly and personable manner with the client always being of paramount importance. If you're an experienced Tax / Trusts professional with relevant qualifications (STEP, CIOT or AAT) this could be a great opportunity to have full autonomy over your work and be a highly prized asset to the practice and its future growth.
The role itself will cover the following aspects amongst other duties:
- Maintenance of a significant volume of pre-existing trusts
- Winding up of trusts with associated IHT implications, sale of investments etc, income tax and CGT
- New trusts, following an existing probate matter, needing asset transfers, trust registration etc.
- New trusts requiring initial advice, drafting documents, advising on tax and alternative options.
- Stockbroker share portfolios requiring oversight on the investment sales, income and relevant tax allowances are utilised.
- Preparing trust accounts and dealing directly with clients/trustees/beneficiaries
- Assisting the practice on income tax returns for estate administration periods and general advice
You'll enjoy support from a dedicated assistant, tax software, trust accounts and case management, with a plethora of precedents and other material in place to support you in your endeavours. Salary is competitive and open to discussion (published figures being a "guide") in line with experience, good annual leave, healthcare plans and onsite parking too. The firm that is genuinely a pleasant place to work with down to earth and friendly and welcoming people!
For further details contact Gary at GM Legal Recruitment, or simply apply online for an immediate response.
Trust Manager / Accountant employer: GM Legal Recruitment
Contact Detail:
GM Legal Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager / Accountant
✨Tip Number 1
Familiarise yourself with the specific types of trusts and tax implications mentioned in the job description. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the field of trust management and accounting. Attend relevant seminars or workshops, and connect with individuals on platforms like LinkedIn to gain insights and potentially get referrals.
✨Tip Number 3
Research the law practice's reputation and values. Understanding their approach to client relationships and service delivery can help you tailor your discussions and demonstrate that you align with their culture.
✨Tip Number 4
Prepare questions that show your interest in the firm's future growth and how you can contribute to it. This demonstrates your proactive attitude and commitment to being a valuable asset to the team.
We think you need these skills to ace Trust Manager / Accountant
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the specific responsibilities and qualifications required for the Trust Manager / Accountant position. Tailor your application to highlight your relevant experience in tax and trusts.
Highlight Relevant Qualifications: Make sure to prominently feature your qualifications such as STEP, CIOT, or AAT in your CV and cover letter. Explain how these qualifications have prepared you for the role and how they align with the firm's needs.
Showcase Your Experience: Provide concrete examples of your previous work with trusts, including maintenance, winding up, and preparing trust accounts. Use specific metrics or outcomes to demonstrate your impact in past roles.
Craft a Personalised Cover Letter: Write a cover letter that reflects your personality and enthusiasm for the role. Mention why you are drawn to this particular law practice and how you can contribute to its growth and client-focused approach.
How to prepare for a job interview at GM Legal Recruitment
✨Showcase Your Expertise
As a Trust Manager or Accountant, it's crucial to demonstrate your knowledge of trusts and tax regulations. Be prepared to discuss your qualifications, such as STEP, CIOT, or AAT, and provide examples of how you've successfully managed trusts in the past.
✨Understand the Firm's Values
Research the law practice's reputation for providing excellent advice in a friendly manner. During the interview, highlight how your approach aligns with their client-centric philosophy and how you can contribute to maintaining that standard.
✨Prepare for Technical Questions
Expect questions related to the maintenance and winding up of trusts, as well as tax implications. Brush up on relevant legislation and be ready to explain complex concepts in simple terms, showcasing your ability to communicate effectively with clients.
✨Demonstrate Team Collaboration
The role involves working closely with clients, trustees, and beneficiaries. Share examples of how you've successfully collaborated with others in previous roles, and express your enthusiasm for supporting the dedicated assistant and contributing to the team's success.
