Trusts Manager

Trusts Manager

Camberley Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage and advise on diverse tax matters while overseeing personal tax clients.
  • Company: Join a dynamic firm focused on tax planning and advisory services.
  • Benefits: Enjoy opportunities for mentorship, professional growth, and a collaborative work environment.
  • Why this job: Be part of a team that values innovation and client relationships in the tax sector.
  • Qualifications: CTA-qualified with experience in personal and corporate tax; STEP preferred.
  • Other info: Opportunity to mentor junior staff and contribute to departmental growth.

The predicted salary is between 43200 - 72000 £ per year.

  • Managing and advising on a wide range of tax matters, including Personal Tax, Trust Tax, Inheritance Tax, Capital Gains Tax, VAT, P11Ds, and tax planning.

  • Overseeing a portfolio of personal tax clients and preparing complex tax returns.

  • Providing tax planning and advisory services for personal and corporate clients, trusts, and estates.

  • Reviewing tax computations and ensuring compliance with tax legislation.

  • Managing, mentoring, and training junior staff members.

  • Liaising with clients on complex tax matters, identifying planning opportunities, and preparing detailed reports.

  • Supporting partners in growing the tax department by identifying opportunities to cross-sell additional services to existing and potential clients.

  • Developing internal processes and policies to enhance efficiency and accuracy.

  • CTA-qualified with proven experience in both personal and corporate tax.

  • STEP qualification (preferred) or experience in Trust and Inheritance Tax work.

  • Strong technical knowledge and up-to-date understanding of current tax legislation.

  • Experience working with a variety of accounting software and proficiency in advanced MS Excel.

  • Excellent client relationship and communication skills.

  • Demonstrable experience in managing and growing a tax portfolio.

will@clark-wood.co.uk / 07920557121, Will Langdon

Director

will.langdon@clark-wood.co.uk

07920 557121

Trusts Manager employer: Clark Wood Ltd.

At Clark Wood, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Trusts Manager, you will benefit from comprehensive training and mentorship opportunities, allowing you to grow your expertise in tax matters while working alongside experienced professionals. Our commitment to employee development, coupled with a supportive environment and the chance to engage with a diverse client portfolio, makes this an ideal place for those seeking meaningful and rewarding employment.
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Contact Detail:

Clark Wood Ltd. Recruiting Team

+44557121

will.langdon@clark-wood.co.uk

StudySmarter Expert Advice 🤫

We think this is how you could land Trusts Manager

✨Tip Number 1

Make sure to showcase your expertise in tax matters during networking events or industry conferences. Engaging with professionals in the field can help you learn about potential job openings and get insider information on what employers are looking for.

✨Tip Number 2

Consider reaching out to current or former employees of StudySmarter on LinkedIn. They can provide valuable insights into the company culture and the specific skills that are highly valued for the Trusts Manager position.

✨Tip Number 3

Stay updated on the latest tax legislation and trends in the industry. Being knowledgeable about recent changes can give you an edge in discussions during interviews and demonstrate your commitment to the field.

✨Tip Number 4

Prepare to discuss your experience in managing and mentoring junior staff. Highlighting your leadership skills will show that you can contribute to the growth of the tax department at StudySmarter.

We think you need these skills to ace Trusts Manager

Tax Planning
Personal Tax Expertise
Trust Tax Knowledge
Inheritance Tax Proficiency
Capital Gains Tax Understanding
VAT Compliance
P11D Preparation
Complex Tax Return Preparation
Client Relationship Management
Tax Legislation Compliance
Mentoring and Training Skills
Report Writing
Cross-Selling Services
Process Development
Technical Tax Knowledge
CTA Qualification
STEP Qualification (preferred)
Accounting Software Proficiency
Advanced MS Excel Skills
Communication Skills
Portfolio Management Experience

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly understand the responsibilities and requirements of the Trusts Manager position. Familiarize yourself with the specific tax matters mentioned in the job description, such as Personal Tax, Trust Tax, and Inheritance Tax.

Tailor Your CV: Customize your CV to highlight your relevant experience in managing tax portfolios, preparing complex tax returns, and providing advisory services. Make sure to emphasize your CTA qualification and any experience with STEP or Trust and Inheritance Tax work.

Craft a Compelling Cover Letter: Write a cover letter that showcases your strong technical knowledge and client relationship skills. Mention specific examples of how you've successfully managed tax matters and contributed to growing a tax department in previous roles.

Highlight Software Proficiency: Since experience with accounting software and advanced MS Excel is crucial for this role, be sure to mention your proficiency in these areas. Provide examples of how you've used these tools to enhance efficiency and accuracy in your work.

How to prepare for a job interview at Clark Wood Ltd.

✨Showcase Your Technical Knowledge

Be prepared to discuss your understanding of current tax legislation and how it applies to personal and corporate tax. Highlight any specific experiences where you successfully navigated complex tax matters.

✨Demonstrate Client Relationship Skills

Prepare examples of how you've effectively communicated with clients on complex tax issues. Emphasize your ability to identify planning opportunities and how you've built strong client relationships in the past.

✨Highlight Your Mentoring Experience

Since the role involves managing and training junior staff, be ready to share your experiences in mentoring others. Discuss how you've contributed to their development and the impact it had on the team.

✨Discuss Process Improvement Initiatives

Think about instances where you've developed or improved internal processes to enhance efficiency and accuracy. Be ready to explain your approach and the results achieved.

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  • Trusts Manager

    Camberley
    Full-Time
    43200 - 72000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-11

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    Clark Wood Ltd.

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