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 available with opportunities for career development.
- Why this job: Join a friendly team and make a real impact in the trusts tax sector.
- Qualifications: Strong UK Trusts experience 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 Trusts Tax Manager | Hybrid, Bonus Eligible 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, this role offers hybrid working options, an attractive bonus structure, and the opportunity to work with a diverse portfolio of high-calibre clients, ensuring a rewarding and fulfilling career path.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Trusts Tax Manager | Hybrid, Bonus Eligible
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and even role-playing with a friend. The more comfortable you are, the better you'll perform when it counts!
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work or case studies that highlight your skills in Trusts Tax. We want to see how you can add value to the team, so don’t hold back!
✨Tip Number 4
Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in keeping you top of mind. We’re all about building relationships, and this is a great way to show your enthusiasm for the role.
We think you need these skills to ace Senior Trusts Tax Manager | Hybrid, Bonus Eligible
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Trusts Tax Manager role. Highlight your experience with UK Trusts and any relevant qualifications like ACA, ACCA, or CTA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about trusts tax and how you can contribute to our team. Keep it friendly and professional, just like us at StudySmarter.
Show Off Your People Skills:Since this role involves a lot of client interaction, make sure to showcase your interpersonal skills in your application. We love candidates who can build strong relationships, so share examples of how you've done this in the past!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Broughton Group
✨Know Your Trusts Tax Inside Out
Make sure you brush up on your knowledge of UK Trusts and tax law. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will demonstrate your expertise and confidence in the subject matter.
✨Show Off Your People Skills
Since this role involves a lot of client interaction, practice how you'll communicate with clients, beneficiaries, and other professionals. Think about examples where you've successfully built relationships or resolved conflicts, and be ready to share these during the interview.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Review common trust structures and tax implications, and be ready to explain how you would approach complex scenarios, such as calculating Inheritance Tax liabilities.
✨Demonstrate Your Team Spirit
This position requires collaboration within a friendly team. Be prepared to discuss how you've worked effectively in teams before, highlighting your ability to liaise with colleagues and contribute to a positive work environment.
