Trust Tax Assistant Manager/ Manager in Nottingham
Trust Tax Assistant Manager/ Manager

Trust Tax Assistant Manager/ Manager in Nottingham

Nottingham Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Assist in managing trust services and provide expert tax advice to high net worth clients.
  • Company: Join BDO, a leading accountancy and business advisory firm with a people-centred culture.
  • Benefits: Agile working, career development support, and access to a global network of professionals.
  • Why this job: Make a real impact by advising ambitious entrepreneurs and helping them navigate their tax affairs.
  • Qualifications: Experience in trust tax, strong people skills, and CTA or STEP qualification preferred.
  • Other info: Dynamic environment with opportunities for personal growth and collaboration.

The predicted salary is between 36000 - 60000 £ per year.

We are BDO, an accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine – ambitious, entrepreneurially-spirited and high‐growth businesses that fuel the economy - and the owners and management teams that lead them.

Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business.

We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients.

Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients – from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy.

Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients.

This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation.

The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria.

Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work.

You’ll be someone with:

  • Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential).
  • Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment.
  • Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools).
  • Experience of dealing with HNW clients.
  • Staff management experience.
  • CTA and / or STEP qualified (or equivalent).

You’ll also be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

We can provide the best support for our clients and people when we’re working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work.

We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Trust Tax Assistant Manager/ Manager in Nottingham employer: BDO UK

At BDO, we pride ourselves on being an exceptional employer, offering a vibrant work culture that values collaboration and mutual support. Our commitment to employee growth is evident through tailored career development programmes and access to a wealth of resources, ensuring you can thrive in your role as a Trust Tax Assistant Manager/Manager. With agile working options and a diverse portfolio of high-profile clients, you'll find meaningful opportunities to make a significant impact while enjoying a fulfilling career in a supportive environment.
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Contact Detail:

BDO UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trust Tax Assistant Manager/ Manager in Nottingham

Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at BDO on LinkedIn. Building relationships can open doors that a CV just can't.

Tip Number 2

Prepare for interviews by researching BDO's values and recent projects. Show us you understand our mission and how you can contribute. Tailor your answers to reflect our commitment to supporting entrepreneurial businesses and high-net-worth clients.

Tip Number 3

Practice your people skills! As a Trust Tax Assistant Manager, you'll need to build strong relationships with clients. Role-play common scenarios with friends or family to boost your confidence and communication skills before the big day.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you're genuinely interested in joining the BDO team. Let's make it happen!

We think you need these skills to ace Trust Tax Assistant Manager/ Manager in Nottingham

Trust Tax Knowledge
Personal Taxation Knowledge
Client Relationship Management
Technical Private Client Experience
Complex Trust Tax Issue Resolution
Trust Accounts Review
Tax Accounting Skills
High Net Worth Client Experience
Staff Management
CTA Qualification
STEP Qualification
Agile Working
Collaboration Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Trust Tax Assistant Manager/Manager role. Highlight your trust tax knowledge and any experience with high net worth clients to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with us at BDO and how your background makes you a perfect fit for the team. Be genuine and let your personality come through.

Showcase Your People Skills: Since this role involves building strong relationships with clients, make sure to highlight your people skills in your application. Share examples of how you've successfully managed client relationships or worked collaboratively in teams.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows your enthusiasm for joining our team at BDO!

How to prepare for a job interview at BDO UK

Know Your Trust Tax Stuff

Make sure you brush up on your trust tax knowledge before the interview. Understand the complexities of trust and estate advice, especially for high net worth individuals. Being able to discuss specific cases or challenges you've faced will show that you're not just familiar with the theory but can apply it in real-world situations.

Show Off Your People Skills

Since this role involves building strong relationships with clients, be prepared to demonstrate your people skills. Think of examples where you've successfully managed client relationships or resolved conflicts. This will highlight your ability to be a trusted advisor, which is key for the position.

Prepare for Technical Questions

Expect some technical questions related to trust accounts and tax compliance. Review common issues like computing tax pools and managing portfolios. Practising how to explain these concepts clearly will help you stand out as someone who can communicate complex information effectively.

Be Ready to Discuss Your Management Experience

If you have staff management experience, be ready to talk about it! Share specific examples of how you've led teams or supported colleagues. This will show that you can not only manage your own workload but also contribute to the development of others in the Trust team.

Trust Tax Assistant Manager/ Manager in Nottingham
BDO UK
Location: Nottingham
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  • Trust Tax Assistant Manager/ Manager in Nottingham

    Nottingham
    Full-Time
    36000 - 60000 £ / year (est.)
  • B

    BDO UK

    1000+
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