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- Tasks: Manage trusts for high-net-worth clients and prepare annual tax returns.
- Company: Join a prestigious Holborn firm with over 300 years of legacy.
- Benefits: Enjoy personal medical insurance, 25 days holiday, and a season ticket loan.
- Why this job: Enhance your skills in a supportive environment with strong career growth potential.
- Qualifications: 3+ years experience, knowledge of CCH tax, and excellent client care skills required.
- Other info: Confidential application process with a focus on your career development.
The predicted salary is between 55000 - 70000 £ per year.
Our client, a highly esteemed Holborn firm with a legacy spanning over 300 years, is seeking a Senior Tax & Trust Manager to join their growing Private client team.
About the Role
This 20+ strong private client department, led by 4 Partners, are looking for a Trust and Tax Manager with a wide range of experience. You will have day to day responsibility for the administration of several trusts set up for HNW individuals and families where you will be the named fee earner. In addition, you will have responsibility for the preparation of annual tax returns for beneficiaries and other clients requiring communication with the taxpayer and brokers. Each trust will have a Partner with overall responsibility.
Candidate Requirements
They are interested in talking to energetic and keen individuals with at least 3 years’ experience and a good background. You will need good knowledge of CCH tax and ideally accounting skills, as well as computer literacy, excellent standard of client care and the ability to work collaboratively as part of a team.
On Offer
Benefits include personal medical insurance, 25 days of holiday, a season ticket loan, long service recognition, and more. This is an excellent opportunity to enhance your skills and knowledge in a supportive environment, providing a strong foundation for career growth.
Apply Now
For further information please contact Gavin Sladden, Andrew Bishop or submit your CV as directed below. All applications are dealt with in the strictest of confidence and firms will not be approached without your consent. We will hold your details on our database until such time as you ask us to remove them. Please note that our advertisements use PQE levels and salary levels purely as a guide.
Tax & Trust Manager employer: Alford & Bishop Legal Recruitment Consultants
Contact Detail:
Alford & Bishop Legal Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax & Trust Manager
✨Tip Number 1
Network with professionals in the tax and trust sector. Attend industry events or webinars where you can meet potential colleagues or employers. Building relationships can often lead to job opportunities that aren't advertised.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trust management practices. Being knowledgeable about current trends will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Consider reaching out to current employees at the firm for informational interviews. This can give you insights into the company culture and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 4
Prepare specific examples from your past experience that demonstrate your skills in managing trusts and tax returns. Being able to articulate your achievements clearly will help you stand out during the interview process.
We think you need these skills to ace Tax & Trust Manager
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific responsibilities and requirements for the Tax & Trust Manager position. Tailor your application to highlight relevant experience and skills that match what the firm is looking for.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in trust administration and tax return preparation. Mention any specific cases or projects where you successfully managed trusts for high-net-worth individuals.
Showcase Your Skills: Make sure to include your knowledge of CCH tax software and any accounting skills you possess. Highlight your computer literacy and ability to provide excellent client care, as these are crucial for the role.
Craft a Strong Cover Letter: Write a compelling cover letter that not only summarises your qualifications but also conveys your enthusiasm for the role and the firm. Explain why you are a good fit for their private client team and how you can contribute to their legacy.
How to prepare for a job interview at Alford & Bishop Legal Recruitment Consultants
✨Showcase Your Experience
Make sure to highlight your relevant experience in tax and trust management. Be prepared to discuss specific cases where you've successfully managed trusts or prepared tax returns, as this will demonstrate your capability for the role.
✨Demonstrate Team Collaboration
Since the role requires working closely with partners and other team members, be ready to share examples of how you've effectively collaborated in previous positions. This will show that you can thrive in a team-oriented environment.
✨Familiarise Yourself with CCH Tax Software
Given the requirement for good knowledge of CCH tax, it’s beneficial to brush up on this software before the interview. Being able to discuss your proficiency with it will give you an edge over other candidates.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the firm’s approach to client care and team dynamics. This not only shows your interest in the role but also helps you assess if the company culture aligns with your values.
