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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, knowledge of CCH tax, and excellent client care skills required.
- Other info: Work collaboratively in a dynamic team of 20+ professionals.
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.
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 clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the specific software and tools mentioned in the job description, such as CCH tax. Being proficient in these systems can set you apart from other candidates during the interview process.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth individuals and families. Be ready to share specific examples of how you've managed trusts and tax returns, as this will demonstrate your capability for the role.
✨Tip Number 4
Showcase your teamwork skills during interviews. Since the role requires collaboration with partners and other team members, emphasising your ability to work well in a team can make a strong impression.
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 HNW individuals and families, and how you can contribute to their private client team.
Highlight Teamwork Skills: Since the role requires collaboration within a team, provide examples of past experiences where you successfully worked as part of a team. This will demonstrate your ability to fit into their working environment.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in tax and trust management.
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 Client Care Skills
Since excellent client care is crucial for this position, think of examples where you've gone above and beyond for clients. This could include resolving issues or providing exceptional service that led to positive outcomes.
✨Familiarise Yourself with CCH Tax Software
As knowledge of CCH tax software is a requirement, ensure you are familiar with its functionalities. If you have experience using it, be ready to discuss how you've utilised it in your previous roles.
✨Prepare Questions for the Interviewers
Having insightful questions prepared shows your interest in the firm and the role. Consider asking about the team dynamics, the firm's approach to client management, or opportunities for professional development within the company.
