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- Tasks: Lead a trust team, ensuring compliance and delivering top-notch client service.
- Company: Join a large independent firm with beautiful offices in the South West.
- Benefits: Enjoy a full-time role with opportunities for professional development and a vibrant work culture.
- Why this job: Make a real impact while living in stunning locations like Poole and Exeter.
- Qualifications: Must have experience in a similar role and be ATT or CTA qualified; STEP is a plus.
- Other info: This is a senior director position with a focus on team growth and client relationships.
The predicted salary is between 54000 - 84000 £ per year.
2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Large independent firm seeks a Trust Tax Director to head a trust team across the South West. This is an exciting opportunity to live in a beautiful part of the world as the offices you could be based from include Poole, Salisbury, Exeter and Truro. Ensuring the work of the Trust team is compliant with legislative and ethical standards Assisting the team in solving client issues and ensuring they are delivered to the timescale and budget required Managing a team of advisors including taking a leading role in their professional development Liaising with clients including Trustees, Beneficiaries, individuals and other intermediaries to provide a first-class service to clients Acting as principal on a portfolio of trust and HNW clients including taking responsibility for reviewing and signing out of advice Reviewing and advising on trust accounts Playing an active role in marketing and developing the trust services offering Working with others to grow the team and our trust business Helping to upskill and develop colleagues in other departments to ensure we manage risk and help with identifying opportunities for the firm Meeting with clients to ascertain and advise on their tax planning needs and overseeing the delivery of this work by other team members Working alongside the Private Client tax partners to identify key opportunities and threats within both the existing client base and externally Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues Playing an active role in ensuring that work is undertaken by the right team members and departmental targets are met Assisting with the running of a trust corporation About You Previous experience in similar role as either an experienced senior manager looking to take the next step in their career, or a director ATT or CTA qualified (or equivalent) with up-to-date technical knowledge. The STEP qualification is also desirable. A great opportunity. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Accounting/Auditing and Finance Industries Legal Services Referrals increase your chances of interviewing at Tolley by 2x Get notified about new Tax Director jobs in Truro, England, United Kingdom . Cornwall, England, United Kingdom 3 weeks ago Truro, England, United Kingdom 4 days ago Truro, England, United Kingdom 1 week ago Helston, England, United Kingdom 2 weeks ago Head of Business Support, Systems & Performance We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Contact Detail:
Tolley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Director
✨Tip Number 1
Network with professionals in the trust and tax sector, especially those who are already working in firms similar to ours. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends in trust taxation.
✨Tip Number 2
Familiarise yourself with the specific legislative and ethical standards relevant to trust taxation in the South West. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and excellence in service delivery.
✨Tip Number 3
Showcase your leadership skills by discussing past experiences where you've successfully managed teams or projects. Highlight how you’ve contributed to the professional development of others, as this is a key aspect of the Trust Tax Director role.
✨Tip Number 4
Research our firm’s current trust services offering and think about how you can contribute to its growth. Prepare ideas on marketing strategies or service enhancements that could be beneficial, as this will set you apart during the interview process.
We think you need these skills to ace Trust Tax Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust tax management and team leadership. Emphasise your qualifications, such as ATT or CTA, and any additional certifications like STEP that are desirable for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Discuss your previous experience managing teams and solving client issues, and how you can contribute to the growth of the trust services offering.
Highlight Compliance Knowledge: In your application, emphasise your understanding of legislative and ethical standards in trust tax. Provide examples of how you've ensured compliance in past roles, which is crucial for this position.
Showcase Client Liaison Skills: Demonstrate your ability to liaise with clients effectively. Include specific instances where you've successfully managed client relationships, particularly with Trustees and Beneficiaries, to provide a first-class service.
How to prepare for a job interview at Tolley
✨Showcase Your Technical Knowledge
As a Trust Tax Director, it's crucial to demonstrate your up-to-date technical knowledge. Be prepared to discuss recent changes in tax legislation and how they impact trust management. This will show your expertise and commitment to compliance.
✨Highlight Leadership Experience
Since you'll be managing a team of advisors, share specific examples of your leadership style and how you've developed team members in the past. Discuss any successful projects where you led a team to meet tight deadlines or complex client needs.
✨Prepare for Client Scenarios
Expect questions about how you would handle various client scenarios, especially regarding tax planning needs. Prepare to discuss your approach to liaising with clients and ensuring their needs are met while maintaining compliance.
✨Demonstrate Marketing Acumen
The role involves actively promoting trust services. Be ready to talk about your experience in marketing financial services and how you've successfully identified opportunities to grow a business. Share any innovative strategies you've implemented in previous roles.
