At a Glance
- Tasks: Manage complex trust portfolios and deliver expert tax advice to clients.
- Company: Global legal practice known for exceptional client service and growth.
- Benefits: Competitive salary up to £90,000, excellent bonus structure, and hybrid working options.
- Other info: Flexible working options and opportunities for career development.
- Why this job: Join a friendly team and make a real impact in Trusts Tax.
- Qualifications: Strong experience in UK Trusts and excellent interpersonal skills required.
The predicted salary is between 80000 - 90000 £ per year.
My client is a global legal practice with multiple office locations across the south of England. Renowned for their excellent level of service to their clients, they have been experiencing year-on-year growth. As such, a new opportunity has become available for a specialist in Trusts Tax to join their team at either a Senior Manager or Manager level. This role offers hybrid working and an excellent bonus structure. This opportunity would suit someone who has excellent people skills and who is looking to develop their career within a friendly collaborative team that is widely recognised for its expertise in this area.
Your new role
- Work closely with partners, associates and also members of our growing Trust team.
- Be exposed to a wide range of trust work, including charities, and sits within the Firm's market-leading Private Client division.
- Managing a complex portfolio of domestic trusts and trust structures for a very high and varied calibre of client.
- Deliver and implement complex trust and estate planning advice to mainly UK clients in relation to the tax and trust law positions for trusts under management.
- Proactively managing and building client relationships, acting as the first point of contact for trustees, beneficiaries, and intermediaries.
- Oversee the timely reporting of trusts for CRS, FATCA, ATED, and the Trust Registration Service.
- Manage relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policies.
- Oversee and contribute towards the timely preparation of annual trust accounts and tax returns, as well as the personal tax compliance for a number of UK and non-UK domiciliaries.
- Advising on the relevant annual exemptions and reliefs and calculating the associated tax liabilities.
- Calculate the Inheritance Tax liabilities for complex trust structures and oversee the preparation of the Inheritance Tax returns.
- Dealing with HM Revenue and Customs, as required.
- Monitor the performance of trust investments by reviewing investment reports and activating investment reviews.
- Preparing/reviewing trustees' investment policy statements and ensuring the agreed investment policies are enforced and remain appropriate.
- Review and interpret trust deeds and related documentation with input from the wider team, as appropriate.
- Preparing legal documentation, such as trustee resolutions and deeds of appointment.
- You will have a lot of client contact and be expected to take part in client meetings and liaise independently with clients, beneficiaries, banks, investment managers and other professional advisers such as valuers and accountants.
What you'll need to succeed
You will have strong experience and technical knowledge of UK Trusts, with the ability to manage a portfolio of clients. You will have excellent interpersonal skills, being the main point of contact for your clients, providing advice when needed. Liaise and collaborate across the team, delivering a high level of service to clients.
What you'll get in return
You will receive a salary dependent on experience up to £90,000. There is an excellent bonus structure available. Hybrid working with 3 days in the office, part-time and flexible working options are available.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call me now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Senior Tax Manager - Trusts. Job in Guildford Move Collective Jobs employer: Broughton Group
Join a leading global legal practice in Guildford, where you will thrive in a supportive and collaborative environment that values your expertise in Trusts Tax. With a strong focus on employee growth, hybrid working options, and an attractive bonus structure, this role offers the perfect opportunity to advance your career while delivering exceptional service to a diverse client base. Experience a workplace culture that prioritises teamwork and professional development, making it an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Tax Manager - Trusts. Job in Guildford Move Collective Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Senior Tax Manager role. You never know who might have the inside scoop on openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to trusts and tax law, and think about how your experience aligns with their needs. This will help you stand out as a candidate who’s genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience with managing complex trust portfolios and client relationships. Highlight your interpersonal skills and how you can contribute to their friendly, collaborative team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Tax Manager - Trusts. Job in Guildford Move Collective Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Tax Manager role. Highlight your experience with trusts and tax law, and don’t forget to showcase those excellent people skills we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to managing complex trust portfolios and building client relationships.
Showcase Your Technical Knowledge:We want to see your strong understanding of UK Trusts. In your application, reference any relevant qualifications like ACA, ACCA, CTA, or STEP, and how they’ve prepared you for this role.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Guildford.
How to prepare for a job interview at Broughton Group
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of UK Trusts, especially the latest regulations and tax implications. Being able to discuss specific cases or recent changes in trust law will show that you're not just knowledgeable but also genuinely interested in the field.
✨Show Off Your People Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your interpersonal skills. Think of examples where you've successfully managed client relationships or resolved conflicts. This will help you stand out as someone who can build rapport with clients and colleagues alike.
✨Prepare for Technical Questions
Expect some technical questions related to trusts and estate planning. Review common scenarios you might encounter in the role and be ready to explain how you would handle them. This will showcase your problem-solving abilities and technical expertise.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to trust management or their team dynamics. This shows that you're not only interested in the role but also in how you can contribute to their success.
