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- Tasks: Manage trust clients, oversee administration, and prepare tax returns.
- Company: Join a leading firm of Chartered Accountants in Bristol, Hampshire.
- Benefits: Enjoy a competitive salary and great company perks.
- Why this job: Gain career progression with potential for partnership in a supportive team environment.
- Qualifications: Experience in trust management and a positive, team-oriented attitude required.
- Other info: Familiarity with CCH Personal Tax and CCH Trust Accounts is a plus.
The predicted salary is between 43200 - 72000 £ per year.
We are currently looking for an experienced Trust Tax Manager to join a leading firm of Chartered Accountants based in Bristol, Hampshire. This is an advisory, client-facing role with clear prospects for career progression and for the right person, possible future partnership.
The role will involve managing a portfolio of trust clients for the wealthiest of their private clients, including all aspects of trusts from managing the trust administration and accounts to tax return preparation through to complex advisory and inheritance tax matters.
Main Responsibilities:- Reviewing accounts and tax returns prepared by the team.
- Overseeing the trust administration and preparation processes.
- Assisting senior managers/partners with various advisory work and projects.
- Supporting the senior manager with the management of the team and processes.
- Building meaningful relationships with trustees, their advisors, and the beneficiaries.
Candidates will be committed to a career in trusts and will have strong relevant experience in this area. Candidates will also be team players with a positive and enthusiastic attitude. Experience of running a portfolio of trust clients, including organizing the delivery of work, problem-solving, and the ability to use your own initiative is essential, with experience of advising trustees on various trust matters being desirable. Previous experience of using computerized accounting or tax packages is useful. The firm uses CCH Personal Tax and CCH Trust Accounts.
In return for your skills, you will receive a competitive salary depending on your experience and some great company benefits. Just hit the apply button to forward your CV for the Trust Tax Manager role.
Trust Tax Manager employer: First 2 Recruit
Contact Detail:
First 2 Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Manager
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as CCH Personal Tax and CCH Trust Accounts. Having hands-on experience or even a basic understanding of these tools can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the trust and tax sector. Attend industry events or join relevant online forums to connect with current Trust Tax Managers or those in similar roles. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience managing a portfolio of trust clients in detail during interviews. Be ready to share specific examples of how you've successfully handled complex advisory and inheritance tax matters.
✨Tip Number 4
Showcase your team player attitude by highlighting any collaborative projects you've been involved in. Emphasising your ability to work well with others, especially in a client-facing role, will resonate well with the hiring managers.
We think you need these skills to ace Trust Tax Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trust Tax Manager. Familiarise yourself with trust administration, tax return preparation, and advisory roles to tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience managing a portfolio of trust clients. Include specific examples of how you've handled trust administration, accounts, and tax matters to demonstrate your expertise.
Showcase Your Skills: Mention any relevant skills such as problem-solving, initiative, and teamwork. If you have experience with CCH Personal Tax or CCH Trust Accounts, be sure to highlight this as it aligns with the firm's requirements.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the firm. Discuss why you're committed to a career in trusts and how you can contribute to building relationships with trustees and their advisors.
How to prepare for a job interview at First 2 Recruit
✨Know Your Trusts
Make sure you brush up on your knowledge of trusts and the specific tax implications involved. Be prepared to discuss various types of trusts, their administration, and how they relate to inheritance tax. This will show your expertise and commitment to the role.
✨Demonstrate Client-Facing Skills
Since this is a client-facing role, be ready to showcase your ability to build relationships with trustees and their advisors. Share examples from your past experiences where you've successfully managed client relationships or resolved complex issues.
✨Highlight Team Collaboration
Emphasise your experience working within a team, especially in managing projects and supporting senior managers. Discuss how you contribute positively to team dynamics and how you can help lead and mentor others in the team.
✨Familiarity with Software
As the firm uses CCH Personal Tax and CCH Trust Accounts, it would be beneficial to mention any experience you have with these or similar software packages. If you haven't used them before, express your willingness to learn quickly and adapt to new systems.
