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- Tasks: Join our team to advise clients on trust management and tax planning.
- Company: We are a leading legal firm with a strong reputation in succession and tax practices.
- Benefits: Enjoy flexible remote work options and a supportive work/life balance.
- Why this job: This role offers the chance to develop expertise in a dynamic environment with diverse clients.
- Qualifications: You need 5+ years of experience in a client-facing private client or trust department role.
- Other info: Part-time hours available, minimum of 30 hours per week.
The predicted salary is between 36000 - 60000 £ per year.
We have a new opportunity in our Cardiff office for an experienced Trust Adviser within our Trust Management and Advisory Team – part of our highly regarded Succession and Tax Practice Group. The role will ideally suit someone with extensive knowledge and experience within Trust Management - potentially gained from working within a Finance organisation or Trust company.
You will work with our Trust Manager, Tax Technicians and other members of our Succession and Tax Team to support our partners in advising our various trustee (both professional and lay) clients. We have a wide client base and broad geographic reach, and the position presents a great opportunity for someone with expansive knowledge of Trusts to develop and apply their expertise within the framework of a legal firm.
Our wider Succession and Tax Practice Group provides advice on the full range of private client matters including estate planning, Wills and advisory, Court of Protection, Estate Administration and Trust Management.
We adopt smart working practices with a typical week involving 2 or 3 days in the office - and the balance remote. We are happy to consider candidates who require part-time or reduced hours (minimum of 30 hours per week).
Ad hoc trust advisory work, such as advising trustees and beneficiaries on:
- tax planning for trustees and beneficiaries (IHT and CGT)
- planning for trusts nearing the end of the trust period
- implementing planning together with other members of our Succession and Tax Practice Group
- Monitoring deadlines on trusts such as ten yearly charges and beneficial entitlements
- Trust Accounting (with support from others in the team)
- Inheritance Tax returns for trusts
- Supporting our Tax technicians with the implementation of particular tax/trust related projects – e.g. Assisting in the training and mentoring of junior members of staff and assisting our partners with disseminating technical trust know-how and team knowledge.
Our encouragement of a good work/life balance and complementary interests will help you towards a strong long-term profile.
Significant experience (5 years+) of working in a private client or trust department in a client facing role.
Fully Remote Tax Advisor employer: Blake Morgan LLP
Contact Detail:
Blake Morgan LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fully Remote Tax Advisor
✨Tip Number 1
Network with professionals in the trust management field. Attend industry events or webinars where you can meet potential colleagues and learn more about the latest trends in trust advisory work.
✨Tip Number 2
Familiarise yourself with the specific tax laws and regulations that affect trusts in your region. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of StudySmarter to gain insights into the company culture and expectations for the Tax Advisor role. This can help you tailor your approach when applying.
✨Tip Number 4
Prepare to discuss real-life scenarios where you've successfully managed trust-related issues. Being able to share specific examples will showcase your expertise and problem-solving skills during the interview process.
We think you need these skills to ace Fully Remote Tax Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive knowledge and experience in Trust Management. Include specific examples of your work within a Finance organisation or Trust company, focusing on relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for Trust Advisory work. Mention your experience with tax planning for trustees and beneficiaries, and how you can contribute to the team’s success. Personalise it to reflect your understanding of the firm's values and practices.
Highlight Relevant Experience: In your application, emphasise your significant experience (5 years+) in a private client or trust department. Detail your client-facing roles and any ad hoc advisory work you've done, particularly in areas like Inheritance Tax returns and trust accounting.
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 crucial in a role that involves managing trusts and advising clients.
How to prepare for a job interview at Blake Morgan LLP
✨Showcase Your Trust Knowledge
Make sure to highlight your extensive knowledge and experience in Trust Management during the interview. Be prepared to discuss specific cases or scenarios where you've successfully advised clients, as this will demonstrate your expertise and ability to handle complex situations.
✨Understand the Role's Requirements
Familiarise yourself with the key responsibilities outlined in the job description. This includes tax planning for trustees and beneficiaries, monitoring deadlines, and trust accounting. Showing that you understand these tasks will indicate your readiness for the role.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask the interviewers about the team dynamics, the firm's approach to client management, and how they support professional development. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
✨Emphasise Work/Life Balance
Since the company values a good work/life balance, be ready to discuss how you manage your time effectively, especially in a remote working environment. Share examples of how you've maintained productivity while balancing personal commitments.
