Trusts Senior – Bristol: Estate & Tax Management
Trusts Senior – Bristol: Estate & Tax Management

Trusts Senior – Bristol: Estate & Tax Management

Bristol Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage trusts and estates, prepare accounts, and advise clients on tax distributions.
  • Company: Regional tax recruitment firm with a focus on client support.
  • Benefits: Opportunity to develop skills in a supportive environment.
  • Why this job: Join a dynamic team and enhance your expertise in Private Client Tax.
  • Qualifications: ATT, AAT, or CTA qualified, or a student in relevant fields.
  • Other info: Great chance for career growth in a collaborative setting.

The predicted salary is between 36000 - 60000 £ per year.

A regional tax recruitment firm seeks a Trusts Senior to manage trusts and estates in their Bristol office.

Key responsibilities include:

  • Preparing trust accounts
  • Advising clients on tax distributions
  • Improving internal processes

The ideal candidate should be ATT, AAT, or CTA qualified or a student. If you are in Private Client Tax looking for a new opportunity, apply now for a chance to develop your skills in a supportive environment.

Trusts Senior – Bristol: Estate & Tax Management employer: Clark Wood - Tax Recruitment

Join our Bristol office as a Trusts Senior and experience a dynamic work culture that prioritises employee development and collaboration. We offer competitive benefits, including professional training opportunities and a supportive environment where your expertise in estate and tax management will be valued. With a focus on continuous improvement and client satisfaction, you'll find meaningful and rewarding employment with us.
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Contact Detail:

Clark Wood - Tax Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trusts Senior – Bristol: Estate & Tax Management

Tip Number 1

Network like a pro! Reach out to your connections in the tax and estate management field. Attend local events or webinars to meet potential employers and get your name out there.

Tip Number 2

Show off your skills! Prepare a portfolio showcasing your experience with trust accounts and tax distributions. This will give you an edge during interviews and demonstrate your expertise.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers. Focus on how you can improve internal processes, as this is a key responsibility for the role.

Tip Number 4

Apply through our website! We’ve got loads of opportunities waiting for you. Don’t miss out on the chance to develop your skills in a supportive environment – hit that apply button!

We think you need these skills to ace Trusts Senior – Bristol: Estate & Tax Management

Trust Account Preparation
Tax Distribution Advisory
Process Improvement
ATT Qualification
AAT Qualification
CTA Qualification
Client Management
Private Client Tax Knowledge

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience with trusts and estates. We want to see how your skills align with the role, so don’t be shy about showcasing your qualifications like ATT, AAT, or CTA.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about estate and tax management. Let us know how you can contribute to improving our internal processes.

Showcase Relevant Experience: When detailing your previous roles, focus on your experience in preparing trust accounts and advising clients. We love seeing concrete examples of how you've made an impact in your past positions.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Clark Wood - Tax Recruitment

Know Your Tax Stuff

Make sure you brush up on your knowledge of trusts and estates, especially the tax implications. Be ready to discuss specific cases or scenarios where you've had to advise clients on tax distributions. This shows you're not just qualified but also experienced in real-world applications.

Showcase Your Process Improvement Skills

Since improving internal processes is a key responsibility, think of examples from your past roles where you've successfully streamlined operations. Prepare to explain how your initiatives led to better efficiency or client satisfaction.

Be Client-Focused

Demonstrate your ability to build strong relationships with clients. Prepare to share stories about how you've gone above and beyond to meet client needs, as this will highlight your commitment to excellent service in the Private Client Tax sector.

Ask Insightful Questions

Prepare thoughtful questions about the firm's approach to trust management and their expectations for the role. This not only shows your interest but also helps you gauge if the company culture aligns with your values and career goals.

Trusts Senior – Bristol: Estate & Tax Management
Clark Wood - Tax Recruitment
Location: Bristol

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