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- Tasks: Manage tax and accounts compliance for diverse trust portfolios and advise on estate planning.
- Company: Join a leading firm serving UHNWIs and family offices in the UK and internationally.
- Benefits: Enjoy opportunities for career progression, support for STEP qualification, and a dynamic work environment.
- Why this job: Be part of a growing team with high-profile projects and a chance to make a real impact.
- Qualifications: Experience in preparing trust accounts and tax returns; accounting or tax qualification preferred.
- Other info: Fast-track your career towards Manager grade in a supportive and collaborative setting.
The predicted salary is between 43200 - 72000 £ per year.
Our client advises a prominent client base of UK and international UHNWIs, families (old and new money) and family offices. Their Trusts team is growing and keen to appoint a Trusts & Tax Assistant Manager to oversee the tax and accounts compliance on a varied portfolio of trust structures.
You will also advise HNWIs more broadly on IHT and estate planning. In addition, scope exists to work with high-profile Partners on associated trust structuring advice.
The incoming individual will have demonstrable experience of preparing/reviewing trust accounts and trust tax returns. They will be an accomplished client relationship manager with strong communication skills and are likely to hold an accounting or tax qualification. They should also be interested in pursuing the STEP qualification with our client’s support.
Genuine opportunities exist to progress swiftly towards Manager grade, in what is a growing and dynamic Trusts team.
Trust & Tax Assistant Manager employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Assistant Manager
✨Tip Number 1
Network with professionals in the trusts and tax sector. Attend industry events or webinars where you can meet people already working in similar roles. This can help you gain insights into the company culture and expectations, making you a more attractive candidate.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in trust and estate planning. Being knowledgeable about current issues will not only boost your confidence but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your experience with trust accounts and tax returns. Think about challenges you've faced and how you overcame them, as this will showcase your problem-solving skills and expertise.
✨Tip Number 4
Express your enthusiasm for pursuing the STEP qualification during your conversations with us. Highlighting your willingness to grow and develop professionally will show that you're serious about your career in trusts and tax.
We think you need these skills to ace Trust & Tax Assistant Manager
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Trust & Tax Assistant Manager. Highlight your experience in preparing and reviewing trust accounts and tax returns, as well as your client relationship management skills.
Tailor Your CV: Make sure your CV reflects your relevant qualifications and experience. Emphasise any accounting or tax qualifications you hold, and mention your interest in pursuing the STEP qualification.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the Trusts team. Discuss your experience with UHNWIs and your approach to IHT and estate planning, demonstrating how you can add value to the team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial in this field.
How to prepare for a job interview at Howells Consulting Ltd
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of trust accounts and tax returns. Be prepared to discuss specific examples from your experience that demonstrate your expertise in these areas, as this role requires a solid grasp of compliance and tax planning.
✨Demonstrate Client Relationship Skills
Since the role involves advising high-net-worth individuals, it's crucial to highlight your client management experience. Share anecdotes that illustrate your ability to build and maintain strong relationships, as well as how you handle sensitive situations with discretion.
✨Express Your Interest in Professional Development
Mention your enthusiasm for pursuing the STEP qualification and how it aligns with your career goals. This shows your commitment to growth within the field and your willingness to invest in your professional development, which is something the company values.
✨Prepare Questions for the Interviewers
Have a few thoughtful questions ready to ask about the team dynamics, the types of clients you'll be working with, and the company's vision for the Trusts team. This not only demonstrates your interest in the role but also helps you assess if the company is the right fit for you.
