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For Companies At a Glance
- Tasks: Manage and grow a portfolio of trust and estate administration clients.
- Company: Buzzacott, a dynamic professional services firm in London.
- Benefits: Flexible working, supportive culture, and opportunities for career development.
- Other info: Collaborative environment with networking events and training for junior members.
- Why this job: Join a team that values your growth while making a real impact in tax advisory.
- Qualifications: CTA qualified with knowledge of UK tax legislation; experience in a similar role preferred.
The predicted salary is between 50000 - 65000 £ per year.
About us
At Buzzacott, we’re an independent and growing professional services firm based in the City of London, with a satellite office in Hong Kong. Partner‑led and people‑focused, we deliver market‑leading expertise and exceptional service across a variety of sectors. We’ve evolved from being just accountants to trusted advisers, building lasting relationships with our clients while fostering a supportive and collaborative culture within our teams.
Team Overview
Our Private Client team consists of around 35 team members and 4 partners – each with their own specialism. The core of the work focuses on providing clear and practical advice to high‑net‑worth individuals and their families in the UK and abroad. We assess the opportunities available to our clients, helping to structure their affairs to minimise their tax liability and preserve their property for future generations.
Role Overview
Services provided to our clients range from a full service where we provide trust management as well as the preparation of the trust accounts and the trust tax returns, to tax returns only and ad‑hoc advice when requested. The team has a strong focus on providing advice to beneficiaries/settlors and trustees of non‑UK trusts where there is a UK resident beneficiary and they require assistance in reporting the trust distributions on their tax returns. We also provide a wide range of services to clients dealing with the administration of an estate including probate applications.
The main duties of the role will be to manage and grow a portfolio of trust and estate administration clients which include both UK based and non‑UK resident trusts/estates. Many of our clients have an international focus and we work closely with advisors in other jurisdictions. The role also requires daily, flexible, proactive support to the Partners and Directors, contributing to the efficiency of the team and assisting with training more junior members. The role requires a reliable person who demonstrates a genuine interest in furthering their career in tax, shows a commitment to self‑development and an interest in learning from, and supporting, the team.
What You’ll Be Doing
- Review of the trust/estate accounts and tax returns which have been prepared by the junior team members
- Review of 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 that clients are up to date with the details held on HMRC’s Trust Register requirements
- Respond to queries raised by trustees/personal representatives on your client portfolio
- Liaise 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
What We’re Looking For
- CTA qualified (STEP would be beneficial)
- In‑depth knowledge of UK tax legislation in relation to trusts/estates
- Experience of working 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 of working with CCH trust accounts and Digita
What You’ll Bring
- Analytical skills and strong attention to detail
- Ability to communicate succinctly
- Ability to work on own initiative and as part of a team
- Ability to develop professional relationships, be approachable, flexible, discreet and diplomatic
At Buzzacott, we’re committed to equal opportunities and ensuring all employment decisions are fair, objective, and based on merit. We also have a firmly embedded approach to flexitime and support flexible working opportunities to help you manage your work‑life balance.
Trust Manager employer: Buzzacott
Contact Detail:
Buzzacott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your thoughts clearly and confidently when it’s your turn in the hot seat.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the Trust Manager role shine through. We want to see that you’re genuinely interested in tax and trust management, so share why this field excites you!
Tailor Your CV: Make sure your CV is tailored to highlight your relevant experience and skills. Focus on your knowledge of UK tax legislation and any previous roles that align with what we’re looking for at Buzzacott.
Be Clear and Concise: In your written application, clarity is key! Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that gets straight to the point.
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 the role. Plus, it shows you’re keen to join our team at Buzzacott!
How to prepare for a job interview at Buzzacott
✨Know Your Stuff
Make sure you brush up on UK tax legislation related to trusts and estates. Familiarise yourself with the specifics of trust management and estate administration, as well as any recent changes in the law. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Communication Skills
Since the role involves liaising with clients, trustees, and other professionals, practice articulating your thoughts clearly and succinctly. Prepare examples of how you've effectively communicated complex information in the past, as this will highlight your ability to build professional relationships.
✨Demonstrate Team Spirit
Buzzacott values collaboration, so be ready to discuss how you've worked within a team in previous roles. Share specific instances where you supported colleagues or contributed to team success, as this will align with their people-focused culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, client portfolio, and the firm's approach to trust management. This shows that you're not just interested in the job, but also in how you can contribute to the team's success and grow within the company.