Managing Associate - Trusts, Estates and Tax
Managing Associate - Trusts, Estates and Tax

Managing Associate - Trusts, Estates and Tax

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

  • Tasks: Supervise and manage the administration of various estates, mentoring junior team members.
  • Company: Join a national leading firm known for high net worth matters and collaborative teams.
  • Benefits: Enjoy a competitive benefits package and opportunities for professional growth.
  • Why this job: Be part of a reputable firm with a strong focus on teamwork and client impact.
  • Qualifications: Relevant experience in trusts and estates; STEP membership preferred.
  • Other info: Ideal for self-starters with strong business development skills.

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

About Our Client

National leading firm with teams across all offices working collaboratively on predominantly high net worth matters.

Job Description

Progressing and supervising the administration of all types of estates, including taxable and non-taxable estates. The role involves playing a senior part in the team, supervising and mentoring junior team members.

The Successful Applicant

  • Established relevant experience with a strong understanding of the industry.
  • Ideally a member of STEP or working towards this.
  • A proven track record of competent financial and people management.
  • Self-starter with strong business development and excellent interpersonal skills.

What’s on Offer

Opportunity to work for a leading firm and team in this field, with a highly competitive benefits package.

Managing Associate - Trusts, Estates and Tax employer: Michael Page (UK)

Join a nationally leading firm that values collaboration and excellence, offering a dynamic work culture where you can thrive in your role as a Managing Associate. With a focus on high net worth matters, you'll benefit from a highly competitive benefits package, ample opportunities for professional growth, and the chance to mentor junior team members in a supportive environment. This is an exceptional opportunity to advance your career while making a meaningful impact in the trusts, estates, and tax sector.
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Contact Detail:

Michael Page (UK) Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Managing Associate - Trusts, Estates and Tax

✨Tip Number 1

Network with professionals in the trusts, estates, and tax sector. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role and the firm.

✨Tip Number 2

Showcase your leadership skills by discussing any previous experience where you supervised or mentored others. Highlighting these experiences during interviews can demonstrate your capability to take on a senior role.

✨Tip Number 3

Familiarise yourself with the latest trends and regulations in trusts and estates. Being knowledgeable about current issues can set you apart during discussions with interviewers and show your commitment to the field.

✨Tip Number 4

Prepare to discuss your business development strategies. Think of examples where you've successfully attracted new clients or expanded services, as this is crucial for a self-starter in a senior position.

We think you need these skills to ace Managing Associate - Trusts, Estates and Tax

Estate Administration
Taxation Knowledge
Trust Management
Financial Acumen
People Management
Mentoring Skills
Business Development
Interpersonal Skills
Attention to Detail
Regulatory Compliance
Client Relationship Management
Analytical Skills
Problem-Solving Skills
Communication Skills
STEP Membership or Progression

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your relevant experience in trusts, estates, and tax. Emphasise any supervisory roles or mentoring experiences you've had, as well as your understanding of the industry.

Craft a Compelling Cover Letter: In your cover letter, explain why you are a good fit for the Managing Associate role. Mention your membership with STEP or your progress towards it, and showcase your business development skills and interpersonal abilities.

Highlight Achievements: When detailing your work history, focus on specific achievements that demonstrate your financial and people management skills. Use quantifiable results where possible to illustrate your impact in previous roles.

Proofread and Edit: Before submitting your application, carefully proofread your documents. Check for spelling and grammatical errors, and ensure that your writing is clear and professional. A polished application reflects your attention to detail.

How to prepare for a job interview at Michael Page (UK)

✨Showcase Your Industry Knowledge

Make sure to demonstrate your understanding of trusts, estates, and tax during the interview. Prepare examples from your past experience that highlight your expertise in managing both taxable and non-taxable estates.

✨Emphasise Leadership Skills

Since the role involves supervising and mentoring junior team members, be ready to discuss your leadership style. Share specific instances where you successfully guided a team or resolved conflicts, showcasing your ability to manage people effectively.

✨Highlight Business Development Experience

As a self-starter with strong business development skills, prepare to talk about how you've contributed to growing a client base or enhancing services in previous roles. This will show your potential employer that you can bring value beyond just technical skills.

✨Prepare Questions for Them

Interviews are a two-way street, so come prepared with insightful questions about the firm's culture, team dynamics, and future projects. This not only shows your interest but also helps you assess if the firm is the right fit for you.

Managing Associate - Trusts, Estates and Tax
Michael Page (UK)
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  • Managing Associate - Trusts, Estates and Tax

    London
    Full-Time
    43200 - 72000 Β£ / year (est.)

    Application deadline: 2027-08-01

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    Michael Page (UK)

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