At a Glance
- Tasks: Manage client portfolios, provide tax advice, and ensure compliance in Trusts and Estates.
- Company: Join a friendly, professional team at Churchgates, where respect and collaboration matter.
- Benefits: Enjoy 27 days holiday, flexible working, and support for professional development.
- Other info: Dynamic environment with opportunities for growth and social events.
- Why this job: Make a real impact by advising clients on complex Trust and Estate matters.
- Qualifications: 5+ years in Trusts and Estates with CTA/STEP qualification required.
The predicted salary is between 50000 - 60000 £ per year.
Churchgates brings together a unique and powerful combination of Accountants, Tax Advisers, Solicitors, Financial Planners, Investment Managers, and a dedicated team of operational support staff all under one roof. We believe in treating everyone with respect, and our culture reflects this through a friendly yet professional environment where traditional values still matter.
This role is based within the Tax Department at our Bury St Edmunds office and will focus predominantly on the private client sector as part of our Trusts and Estates team. The team advises families and individuals on the legal, compliance and tax aspects of Trusts and Estates, alongside providing bespoke advice on trust and tax structuring.
We are seeking an experienced Trust & Estates professional who can confidently manage their own workload to tight deadlines, demonstrates exceptional attention to detail, and is comfortable working with complex technical matters. Strong communication skills are essential, as is the ability to build trusted relationships with clients and colleagues. You will have considerable experience working with Trusts and be a natural fit for our collaborative, professional culture.
The role
- Acting as a trusted adviser to clients, identifying advisory opportunities and ensuring clients’ tax positions are optimised while balancing their wider personal and family objectives.
- Preparing and reviewing ad hoc advisory reports and providing general advice for clients with Trusts and Estates.
- Providing trust technical support to the wider Tax Department and the firm as a whole.
- Managing your own portfolio of clients, ensuring compliance deadlines are met and a consistently high standard of client service is delivered, including attendance at meetings and handling written and verbal correspondence.
- Reviewing Trust & Estate self-assessment tax returns and personal tax returns, including related tax calculations, and dealing with all associated correspondence with clients, HM Revenue & Customs and third parties.
- Reviewing Trust & Estate Accounts prepared using the firm’s software (CCH Trust Accounts).
- Reviewing Inheritance Tax returns for Trusts and Estates.
- Taking on new clients via the firm’s website, email and telephone enquiries, as well as through marketing initiatives.
- Promoting the Trust department through publications, seminars and social media activity.
- Supporting, mentoring and training other members of the Trusts and Estates team.
Skills Required
- A minimum of five years’ relevant experience working in Trusts and Estates.
- CTA and/or STEP qualification.
- Strong technical knowledge of Trusts, Estates and private client taxation, with the ability to interpret and apply complex legislation accurately.
- Sound commercial awareness, with an understanding of recoverability, WIP management and client service standards.
- Excellent written and verbal communication skills, with the ability to explain complex trust and tax matters clearly to clients and professional intermediaries.
- A professional and confident client facing manner, capable of building long term trusted adviser relationships.
- Highly organised and methodical, with strong time management skills and a calm, pragmatic approach under pressure.
- A collaborative team player, able to work effectively with tax, accounts, legal and financial planning colleagues to deliver a joined up service.
What you will receive
- 27 days holiday (excluding bank holidays)
- Flexible homeworking policy
- Matching employer pension contributions of up to 6% salary
- Salary sacrifice available for pension contributions
- Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age
- Paid study leave
- All professional exams, study books, revision courses and resources paid for (at the first attempt)
- Up to two professional subscriptions paid for
- Encouragement to develop and learn by attending training courses and CPD events
- Employee Assistance programme
- Length of service recognition
- Social events paid for or subsidised by the firm
Trust & Estates Manager in Bury St Edmunds employer: Churchgates Ltd
Churchgates Ltd is an excellent employer, offering a supportive work culture that values professional growth and development. Located in the picturesque Bury St Edmunds, employees benefit from a comprehensive package that includes pension contributions and income protection, ensuring a rewarding and secure work environment. With a focus on collaboration and innovation, this dynamic legal team provides ample opportunities for meaningful contributions in the field of commercial property law.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Estates Manager in Bury St Edmunds
✨Get Involved in Local Property Events
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✨Utilise Property Management Platforms
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We think you need these skills to ace Trust & Estates Manager in Bury St Edmunds
Some tips for your application 🫡
Show Your Real-Estate Savvy:When crafting your CV and cover letter, make sure to highlight any relevant experience in the real estate sector. If you've done internships, assistant roles, or even relevant coursework, lay it out clearly. We want to see your familiarity with market trends, property management, or any sales experience you've got under your belt!
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Tailor Your Documents for the Job:Every application should feel personal. When applying for the Trust & Estates Manager role at Churchgates Ltd, tweak your CV to focus on aspects that are important to them. If they value client relationships, emphasise your interpersonal skills. We want to see you aligning your experiences with what they're looking for!
Keep It Professional Yet Approachable:While we want you to show off your expertise, don't forget to let your personality shine through in your cover letter. A touch of friendliness can set you apart, especially in real estate where client interaction is key. Show that you're ready not just to work with the property but also with people!
How to prepare for a job interview at Churchgates Ltd
✨Know Your Market Trends
In real estate, it’s all about staying ahead of the curve. Make sure we brush up on the latest market trends in the area where Churchgates Ltd operates. Being able to discuss local property values, demand, and upcoming developments will show that we’re not just interested in the job, but genuinely invested in the industry.
✨Prepare for Scenario Questions
Expect some scenario-based questions during the interview. We might get asked how we’d handle different client situations or property evaluations. Preparing our responses for common real estate scenarios not only demonstrates our problem-solving skills but also shows that we can think on our feet in a client-facing role.
✨Showcase Your Connections
In full-time real estate, networking is key! Let’s think about our connections in the industry and what we can bring to Churchgates Ltd. Whether it’s insights on prospective clients or relationships with local contractors, talking about these experiences can set us apart from other candidates.
✨Demonstrate Technical Savvy
Familiarity with different real estate software tools is a big plus. We should be ready to discuss any platforms we've used, whether it's for property management, CRM, or data analysis. Being comfortable with technology not only makes us more efficient, but also shows that we’re adaptable to the tools used at Churchgates Ltd.
