At a Glance
- Tasks: Join our Trust Team to manage accounting and tax compliance for UK resident trusts.
- Company: Be part of a Top 40 Firm known for its dedication and expertise.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Gain diverse experience with non-UK trusts and personal tax in a supportive culture.
- Qualifications: Ideal for candidates with a background in accounting or finance.
- Other info: Opportunity to work on deceased estates and expand your skill set.
The predicted salary is between 43200 - 72000 £ per year.
Trust Senior / Assistant Manager Top 40 Firm Overview An opportunity to join a dedicated Trust Team, managing the accounting, administration, and tax compliance of UK resident trusts. The role offers variety and scope to work on non-UK trusts, deceased estates, and personal tax if desired. Key Responsibilities Prepare annual trust accounts and self-assessment tax returns for family trusts. Manage day-to-day trust record-keeping and administration. Calculate tax liabilities and advise on payments under self-assessment. Correspond with clients, beneficiaries, and HMRC. Assist with routine trust planning, such as loss utilisation and beneficiary distributions. Oversee compliance work for a personal client portfolio and mentor junior team members. Experience with charitable trusts is a plus. Requirements 2-3 years\’ experience in private client work, ideally with trust accounting and administration. Qualified or pursuing ACCA, CTA, or STEP qualifications. This role provides exposure to high-quality work and the chance to develop expertise in trusts and broader private client services. AMRT1_UKTJ …
Trust Senior / Assistant Manager employer: Cedar Recruitment Careers
Contact Detail:
Cedar Recruitment Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Senior / Assistant Manager
✨Tip Number 1
Familiarize yourself with the specific regulations and compliance requirements for UK resident trusts. This knowledge will not only help you stand out during the interview but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the trust and estate planning field. Attend relevant seminars or webinars to connect with industry experts, which can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with managing trust accounts and tax returns in detail. Be ready to share specific examples of challenges you've faced and how you overcame them, as this will showcase your problem-solving skills.
✨Tip Number 4
Research our company culture and values at StudySmarter. Understanding what we stand for will help you align your answers during the interview and show that you're a great fit for our team.
We think you need these skills to ace Trust Senior / Assistant Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Trust Senior / Assistant Manager position. Understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in managing trust accounts, tax compliance, and any relevant work with deceased estates or personal tax. Use specific examples to demonstrate your expertise.
Craft a Strong Cover Letter: Write a compelling cover letter that outlines your motivation for applying and how your background aligns with the role. Be sure to mention your interest in working with both UK and non-UK trusts.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the trust management field.
How to prepare for a job interview at Cedar Recruitment Careers
✨Understand Trust Management
Make sure you have a solid grasp of trust management principles, especially regarding UK resident trusts. Be prepared to discuss your experience with preparing annual trust accounts and self-assessment tax returns.
✨Showcase Your Variety of Experience
Highlight any experience you have with non-UK trusts, deceased estates, or personal tax. This role offers variety, so demonstrating your versatility can set you apart from other candidates.
✨Prepare for Technical Questions
Expect technical questions related to accounting, administration, and tax compliance. Brush up on relevant regulations and be ready to explain how you've applied this knowledge in past roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the Trust Team's dynamics and the firm's approach to managing trusts. This shows your genuine interest in the role and helps you assess if it's the right fit for you.