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- Tasks: Manage complex trust portfolios and mentor a dynamic team of Trust Professionals.
- Company: Join a leading firm known for its expertise in Private Client services.
- Benefits: Enjoy flexible working arrangements, competitive salary, and career development opportunities.
- Why this job: Make a real impact while building strong client relationships in a supportive environment.
- Qualifications: Substantial experience with UK trusts and excellent people skills required.
- Other info: Hybrid working model with a focus on integrity, respect, and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
We are looking to recruit a first-rate Senior Trust & Tax Manager. We are flexible on location for the right individual, and we are open to discussing agile working arrangements. The role will also require travel to our other offices in accordance with business needs.
The successful candidate will work closely with partners, associates and also members of our growing Trust team. The Trust team itself deals with a wide range of trust work, including charities, and sits within the Firm’s market-leading Private Client division.
The role will suit someone who has excellent people skills and who is looking to develop their career within a friendly collegiate team that is widely recognised for its expertise in this area.
Role and Responsibilities- Managing a complex portfolio of domestic trusts and trust structures for a very high and varied calibre of client.
- Proactively manage, mentor, and performance supervise a team of Trust Professionals, ensuring they are exposed to a variety of work and progress their careers in trust management.
- Delivering and implementing 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.
- Ensure financial management of all portfolios (billing).
- Overseeing the timely reporting of trusts for CRS, FATCA, ATED, and the Trust Registration Service.
- Management of relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policies.
- Overseeing and contributing 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.
- Calculating the Inheritance Tax liabilities for complex trust structures and overseeing the preparation of the Inheritance Tax returns.
- Dealing with HM Revenue and Customs, as required.
- Monitoring 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.
- Reviewing and interpreting 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.
- Comply with all relevant legal and regulatory obligations including the Solicitors Regulation Authority (SRA) Standards and Regulations, and Principles.
- Substantial experience and strong technical knowledge of UK trusts.
- Be enthusiastic and dedicated to pursuing a career in trust management.
- Be willing to share knowledge and experience with colleagues, and comfortable training more junior members of the team.
- Have excellent organisational skills and the ability to prioritise competing demands effectively.
- Have a high degree of attention to detail.
- Have strong problem-solving skills.
- Be flexible and willing to undertake a wide variety of tasks.
- Be a pro-active team player, who is also highly self-motivated and able to work on their own initiative.
- Ability to develop rapport with a wide variety of individuals.
- Be capable of producing correspondence and documents.
- Have strong numerical skills.
- Be computer literate and competent with Microsoft Word and Excel.
- Integrity and respect.
- Inclusive.
- Personal impact and growth.
- Driving high standards.
- Client - centric.
- Responsible Business.
We adopt a hybrid and flexible working approach, dependent on the requirements of the role and subject to manager approval.
Senior Trust and Tax Manager in Cheltenham employer: Charles Russell Speechlys LLP
Contact Detail:
Charles Russell Speechlys LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust and Tax Manager in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about introducing yourself. 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
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you on their radar and shows that you’re genuinely interested in joining their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior Trust and Tax Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Trust and Tax Manager role. Highlight your experience with UK trusts and any relevant qualifications. 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 trust management and how you can contribute to our team. Keep it friendly and professional, just like us!
Showcase Your People Skills: Since this role involves a lot of client interaction, make sure to highlight your excellent people skills in your application. We love candidates who can build strong relationships with clients and colleagues alike!
Apply Through Our Website: Don't forget to apply through our website! It’s the easiest way for us to track your application and get back to you. Plus, we can't wait to see what you bring to the table!
How to prepare for a job interview at Charles Russell Speechlys LLP
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of UK trusts and tax laws. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in the subject matter.
✨Show Off Your People Skills
Since this role involves a lot of client interaction, think of examples where you've successfully built relationships with clients or colleagues. Highlight your ability to communicate effectively and manage expectations, as this is key in trust management.
✨Demonstrate Leadership Qualities
As you'll be mentoring a team, come ready with examples of how you've led or supported others in their professional development. Discuss any experiences where you've managed projects or guided junior staff, showcasing your leadership style.
✨Prepare for Technical Questions
Expect some technical questions related to trust structures, tax liabilities, and compliance. Brush up on recent changes in regulations and be ready to explain how they impact trust management. This will demonstrate your commitment to staying current in the field.