At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing expert tax planning advice.
- Company: Join a top 20 firm known for its people-first culture and innovative practices.
- Benefits: Enjoy unlimited holiday, private medical care, and a bonus scheme.
- Other info: Be part of a certified B Corp committed to social and environmental impact.
- Why this job: Take ownership of impactful projects and mentor the next generation of professionals.
- Qualifications: Relevant qualifications like CTA or STEP and experience in managing complex trusts.
The predicted salary is between 60000 - 80000 £ per year.
Are you an experienced private client trusts professional seeking a dynamic opportunity where you can blend compliance oversight with high-level estate and inheritance tax planning advice? Do you want to take absolute ownership of a varied trusts portfolio and mentor junior colleagues within an award‑winning, forward‑thinking national practice?
This Top 20 Firm is a highly progressive and celebrated name within the accountancy and advisory sector, widely recognised for its people‑first culture and industry‑leading workplace environment. As a certified B Corp, the firm emphasises exceptional, red‑tape‑free client service alongside a strong commitment to sustainable social and environmental impact.
Responsibilities- Take comprehensive ownership of a diverse portfolio of UK trusts and estates, serving as the primary relationship manager and trusted adviser for clients, trustees, and professional intermediaries.
- Deliver bespoke trust, inheritance tax (IHT), and broader estate planning advisory services alongside partners and directors.
- Review and oversee annual trust compliance obligations, including the precise preparation of trust tax returns, trust accounts, and routine trust administration.
- Provide active technical coaching, mentoring, and commercial guidance to junior team members to support their professional development.
- Hold a relevant professional qualification such as CTA, STEP, or possess equivalent specialised public practice experience.
- Demonstrate significant, proven experience managing complex trusts, estates, and related tax compliance processes within a professional practice environment.
- Exhibit strong, up‑to‑date technical knowledge of trust taxation, inheritance tax principles, and estate administration.
- Possess excellent client management capabilities with the professional confidence to independently deliver proactive advisory solutions.
- Unlimited holiday
- Private medical care
- Bonus scheme
Private Client Trust Senior Manager in Aberdeen) employer: Austin Rose Associates Limited
Join a Top 20 Firm in Aberdeen that champions a people-first culture and offers an exceptional workplace environment. With unlimited holiday, private medical care, and a bonus scheme, this progressive firm not only prioritises employee well-being but also fosters professional growth through mentoring opportunities. As a certified B Corp, you will be part of a team dedicated to delivering outstanding client service while making a positive social and environmental impact.
Contact Details:
Austin Rose Associates Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Trust Senior Manager in Aberdeen)
✨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 Austin Rose Associates Limited, 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 Private Client Trust Senior Manager in Aberdeen)
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 Austin Rose Associates Limited'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 Austin Rose Associates Limited. 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 Austin Rose Associates Limited!
How to prepare for a job interview at Austin Rose Associates Limited
✨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 Austin Rose Associates Limited.
✨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 Austin Rose Associates Limited. It helps to show our commitment!
