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For Companies At a Glance
- Tasks: Manage trusts, ensure compliance, and advise clients on personal tax affairs.
- Company: Join a well-established firm known for its integrity and teamwork.
- Benefits: Enjoy competitive salary, professional study support, and hybrid working options.
- Why this job: Develop your career in a forward-thinking Tax team with excellent growth opportunities.
- Qualifications: Experience in personal tax and trust administration; CTA, ACCA, or ACA qualification preferred.
- Other info: Ideal for motivated professionals seeking to advance in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
An exciting opportunity has arisen for an experienced Trusts Assistant Manager / Manager to join a well-established firm's Private Client Team. This role involves managing a portfolio of trusts, ensuring compliance with all relevant regulations, and working closely with medium- and high-net-worth individuals on all aspects of their personal tax affairs.
As a Trusts Assistant Manager / Manager, you will play a vital part in delivering expert estate administration support and trust advisory services. Key responsibilities include:
- Managing a portfolio of trusts, overseeing administration and compliance.
- Reviewing annual trust accounts and tax returns using specialist accounting software.
- Advising trustees on asset management, inheritance tax calculations, and returns.
- Drafting trustee minutes and resolutions in accordance with legal requirements.
- Collaborating with Partners and colleagues to provide seamless client service.
This is an excellent opportunity for a technically proficient and client-focused professional to develop their career within a highly regarded and forward-thinking Tax team.
The ideal candidate will have:
- Experience working in personal tax and trust administration within a practice environment.
- CTA, ACCA, or ACA qualification (additional professional qualifications such as STEP are highly advantageous).
- Strong technical knowledge of private client taxation, trusts, and probate law.
- Exceptional communication skills and a proactive approach to problem-solving.
- Experience overseeing and reviewing the work of team members.
This firm values integrity, teamwork, and excellence, providing a collaborative environment where professionals can thrive. Benefits include:
- Competitive salary and benefits package.
- Professional study support for further qualifications.
- Career progression opportunities.
- Hybrid working options available.
If you are a motivated and detail-oriented professional looking to take the next step in your career, I would love to hear from you.
Trust Manager or Assistant Manager employer: Hays Accountancy and Finance
Contact Detail:
Hays Accountancy and Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager or Assistant Manager
✨Tip Number 1
Network with professionals in the trust and estate administration field. Attend industry events or join relevant online forums to connect with individuals who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 2
Stay updated on the latest regulations and trends in private client taxation and trust law. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed trust portfolios or resolved complex tax issues in previous roles. Real-life scenarios can showcase your problem-solving skills and technical knowledge effectively.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, culture, and recent developments. Tailoring your responses to align with their ethos can significantly boost your chances of making a positive impression.
We think you need these skills to ace Trust Manager or Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax and trust administration. Emphasise any relevant qualifications like CTA, ACCA, or ACA, and mention any additional certifications such as STEP.
Craft a Compelling Cover Letter: Write a cover letter that showcases your technical knowledge of private client taxation and trusts. Use specific examples from your past experience to demonstrate your problem-solving skills and ability to manage a portfolio of trusts.
Highlight Communication Skills: In your application, emphasise your exceptional communication skills. Provide examples of how you've effectively collaborated with colleagues and clients, particularly in advising on asset management and inheritance tax.
Showcase Leadership Experience: If you have experience overseeing and reviewing the work of team members, make sure to include this in your application. Highlight how your leadership has contributed to successful outcomes in previous roles.
How to prepare for a job interview at Hays Accountancy and Finance
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of private client taxation, trusts, and probate law. Be prepared to discuss specific scenarios where you've applied this knowledge in your previous roles.
✨Demonstrate Your Communication Skills
As a Trust Manager or Assistant Manager, you'll need to communicate complex information clearly. Practice explaining technical concepts in simple terms, as you may need to do this with clients who aren't familiar with the jargon.
✨Prepare for Team Collaboration Questions
Since the role involves working closely with colleagues and partners, think of examples that highlight your teamwork skills. Be ready to discuss how you've successfully collaborated on projects in the past.
✨Highlight Your Problem-Solving Approach
The firm values a proactive approach to problem-solving. Prepare to share instances where you've identified issues and implemented effective solutions, particularly in trust administration or personal tax matters.
