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For Companies At a Glance
- 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 in tax, good knowledge of CCH tax, and excellent client care skills.
- Other info: Work collaboratively in a dynamic team led by experienced partners.
The predicted salary is between 52000 - 68000 £ 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.
Tax & Trust Manager employer: Alford & Bishop Legal Recruitment
Contact Detail:
Alford & Bishop Legal Recruitment 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 mentors who can provide insights into the role and possibly refer you to opportunities.
✨Tip Number 2
Familiarise yourself with CCH tax software, as it's mentioned in the job description. Consider taking a short course or tutorial to enhance your skills, which will make you a more attractive candidate.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth individuals and families during interviews. Be ready to share specific examples of how you've managed trusts or handled tax returns, showcasing your expertise.
✨Tip Number 4
Research the firm’s history and values, especially since they have a legacy of over 300 years. Understanding their culture and how you can contribute 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 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax and trust management. Emphasise your knowledge of CCH tax and any accounting skills you possess, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the firm. Mention your experience with high-net-worth individuals and your ability to work collaboratively within a team.
Highlight Relevant Experience: In your application, clearly outline your previous roles related to tax and trust management. Include specific examples of your responsibilities and achievements, particularly in preparing annual tax returns.
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 essential in this field.
How to prepare for a job interview at Alford & Bishop Legal Recruitment
✨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 collaboratively within a team, be ready to share examples of how you've effectively worked with others in previous positions. This could include experiences where you supported colleagues or contributed to team projects.
✨Familiarise Yourself with CCH Tax Software
As good knowledge of CCH tax is essential, take some time to familiarise yourself with the software if you haven't already. Being able to discuss your proficiency with it during the interview will show that you're prepared and knowledgeable.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask the interviewers about the firm and the private client department. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
