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For Companies At a Glance
- Tasks: Manage trust and estate clients, prepare accounts, and provide strategic tax planning advice.
- Company: Reputable firm with a focus on trust and estate administration.
- Benefits: Competitive salary, professional development, and networking opportunities.
- Other info: Join a supportive team and enjoy excellent career growth potential.
- Why this job: Make a real difference in clients' lives while developing your expertise in tax legislation.
- Qualifications: CTA qualified with experience in trusts and estates; strong communication skills required.
The predicted salary is between 45000 - 55000 £ per year.
Management of trust and estate administration clients, including the preparation of trust accounts and returns, advice to beneficiaries, settlors and trustees on the reporting of trust distributions, and assistance with probate applications.
Responsibilities
- Review trust/estate accounts and tax returns prepared by junior team members.
- Review Inheritance Tax 10‑year anniversary charges and exit charges.
- Correspond with trustees, personal representatives and beneficiaries regarding distributions and amounts to be reported on their tax returns.
- Ensure clients are up to date with HMRC’s Trust Register requirements.
- Respond to queries raised by trustees and personal representatives on your client portfolio.
- Coordinate with investment managers and HMRC.
- Assist the Partner/Director group with writing advisory reports for clients.
- Provide strategic tax planning advice to trustees, personal representatives and beneficiaries.
- Provide general assistance and support to the wider team, attend networking events and assist with writing articles.
Qualifications
- CTA qualified (STEP would be beneficial).
- In‑depth knowledge of UK tax legislation in relation to trusts and estates.
- Experience in a similar role.
- Ability to develop professional relationships across various levels.
- Excellent communication skills, both spoken and written.
- Advanced Excel, intermediate Word, Outlook and PowerPoint skills.
- Experience with CCH trust accounts and Digita.
Key Attributes
- Analytical skills and strong attention to detail.
- Ability to communicate succinctly.
- Ability to work on own initiative and as part of a team.
- Approachable, flexible, discreet and diplomatic, with the capacity to develop professional relationships.
Trust Manager employer: Buzzacott LLP
Contact Detail:
Buzzacott LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Network Like a Pro
Get out there and meet people! Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to connections. We all know that sometimes it’s not just what you know, but who you know that can land you that Trust Manager role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your expertise in UK tax legislation and trust management. We want to see you confidently discussing your experience and how you can add value to their team!
✨Follow Up
After any interview or networking event, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. We believe a little gratitude goes a long way in making a lasting impression!
✨Apply Through Us
Don’t forget to check out our website for the latest job openings! We’ve got some fantastic opportunities waiting for you, and applying through us makes it easier for you to get noticed by the right people.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Manager role. Highlight your experience with trust and estate administration, and don’t forget to mention your CTA qualification and any relevant skills that match the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention specific experiences that demonstrate your knowledge of UK tax legislation and your ability to communicate effectively with clients.
Showcase Your Skills: Don’t just list your skills; show us how you’ve used them in past roles. Whether it’s your advanced Excel skills or your knack for strategic tax planning, give us examples that illustrate your expertise and attention to detail.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Buzzacott LLP
✨Know Your Stuff
Make sure you brush up on UK tax legislation related to trusts and estates. Familiarise yourself with common trust account practices and the specifics of HMRC’s Trust Register requirements. This will show that you're not just qualified, but genuinely knowledgeable about the field.
✨Showcase Your Communication Skills
Since the role involves liaising with trustees, beneficiaries, and other stakeholders, practice articulating complex information clearly and succinctly. Prepare examples of how you've effectively communicated in past roles, especially when dealing with sensitive topics like tax distributions.
✨Demonstrate Team Spirit
This position requires collaboration with various team members and external parties. Be ready to discuss how you've worked as part of a team in previous jobs. Highlight any experiences where you’ve supported colleagues or contributed to group projects, showing your flexibility and approachability.
✨Prepare for Scenario Questions
Expect questions that assess your analytical skills and attention to detail. Think of scenarios where you had to review accounts or handle client queries. Prepare to explain your thought process and how you ensured accuracy and compliance in your work.