At a Glance
- Tasks: Lead a dynamic team in providing expert tax and trust advice to private clients.
- Company: Join a forward-thinking firm with a focus on client relationships and professional growth.
- Benefits: Flexible working options, competitive salary, and opportunities for career advancement.
- Other info: Work from various locations with a collaborative and supportive team environment.
- Why this job: Shape the future of tax services while mentoring and leading a passionate team.
- Qualifications: Must have significant experience in personal tax and relevant professional qualifications.
The predicted salary is between 49500 - 60500 £ per year.
This is an exciting opportunity for a tax professional who combines strong technical expertise with a passion for leadership and client relationships. Working as part of our wider Lifetime Planning team, you will lead on a varied portfolio of personal tax, estate and trust matters, while helping to shape and grow our specialist tax services. You will have the chance to influence strategy, mentor colleagues, strengthen internal relationships across the firm, and contribute to business development initiatives.
What You'll Be Doing
- Provide strategic, proactive tax and trust advice to a broad range of private clients, executors and trustees.
- Lead, develop and supervise a specialist team, ensuring the highest standards of technical and client service delivery.
- Deliver technical training and mentorship to colleagues within Tax & Trusts and the wider Lifetime Planning department.
- Drive the growth and promotion of our Trust and Tax services across the firm and externally.
- Collaborate closely with colleagues across our French Legal, Agriculture & Estates, Business, Residential and Family teams.
- Support our French Property Team by advising UK individuals with French property and asset interests.
- Advise on Income Tax, Capital Gains Tax, Inheritance Tax and Stamp Duty Land Tax, including tax planning and mitigation strategies.
- Prepare and review personal tax returns, including 60-day Capital Gains Tax returns for residential property disposals.
- Calculate tax liabilities and provide clear guidance on self-assessment obligations.
- Prepare estate accounts and manage income tax and capital gains tax matters arising during estate administration.
- Finalise the tax affairs of deceased individuals.
- Prepare and review trust accounts, trust tax returns and tax deduction certificates.
- Prepare Inheritance Tax documentation for trusts and related matters.
About You
- We're looking for an experienced and commercially minded tax professional who enjoys building relationships, leading teams and delivering exceptional client service.
- You will have significant experience in personal tax, trust and estate accounting.
- Strong leadership, management and supervisory experience.
- An AAT, ATT, ACA, ACCA or TEP qualification (essential).
- Experience handling complex estate and trust accounting matters.
- Knowledge of non-resident and non-domicile taxation.
- A thorough understanding of UK taxation relating to individuals, estates and trusts.
- Excellent communication and interpersonal skills, with the ability to explain complex issues clearly.
- A collaborative approach and a desire to contribute to the continued success of the team.
- The highest levels of professionalism, integrity and discretion when handling sensitive client matters.
Location & Flexibility
This role can be based from any of our offices, with occasional travel to other locations as required. There will be a regular requirement to work from our Bury St Edmunds office one day per week.
Head of Trust - Private Client Team (role can be based in any of our East Anglian Offices) employer: Ashtons Legal LLP
Ashtons Legal LLP is an excellent employer that values its employees by offering a supportive work culture and opportunities for professional growth within the Tax and Trusts team. With flexible working arrangements and a commitment to employee development, you will thrive in a collaborative environment while making a meaningful impact on clients' lives in the picturesque setting of Bury St Edmunds.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Trust - Private Client Team (role can be based in any of our East Anglian Offices)
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Ashtons Legal LLP, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Head of Trust - Private Client Team (role can be based in any of our East Anglian Offices)
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Ashtons Legal LLP's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Ashtons Legal LLP. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Ashtons Legal LLP!
How to prepare for a job interview at Ashtons Legal LLP
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Ashtons Legal LLP.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Ashtons Legal LLP. It helps to show our commitment!
