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- Tasks: Manage a portfolio of trust clients and oversee trust administration.
- Company: Top 30 firm in London with a focus on private client services.
- Benefits: Competitive salary, career development, and the chance to build meaningful relationships.
- Why this job: Join a dynamic team and make a real impact in the world of trusts.
- Qualifications: Strong experience in trusts and ability to manage client portfolios.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
Clark Wood are currently working with a Top 30 firm who are looking for a Trusts Manager in their London office.
Responsibilities
- The role will involve managing a portfolio of trust clients for the wealthiest of their private clients, including all aspects of trusts from managing the trust administration and accounts to tax return preparation and complex advisory and inheritance tax matters.
- Reviewing accounts and tax returns prepared by the team.
- Overseeing the trust administration and preparation processes.
- Assisting senior managers/partners with various advisory work and projects.
- Supporting the senior manager with the management of the team and processes.
- The opportunity to build meaningful relationships with trustees, their advisors, and the beneficiaries.
Candidates will be committed to a career in trusts and will have strong relevant experience in this area. Experience of running a portfolio of trust clients, including organising the delivery of work, problem solving, and the ability to use your own initiative is essential.
Should you be working in Private Client Tax at the moment and keen on a new Trusts opportunity then please do not hesitate to apply below!
For further info on this role, or a discreet initial conversation, please contact Rich Clark at Clark Wood.
Trust Manager London employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager London
✨Tip Number 1
Network like a pro! Reach out to your connections in the trusts and private client tax sectors. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your experience with trust management, including any complex advisory work you've done. This will help you stand out during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around managing portfolios and problem-solving scenarios relevant to trust administration.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities that might be just what you’re looking for. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Trust Manager London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Manager role. Highlight your experience with trust administration, accounts, and tax returns. 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 trusts and how your background makes you a great fit for our team. Keep it engaging and personal.
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've successfully solved problems in trust management. We love seeing candidates who can think on their feet and take initiative!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, tax returns, and inheritance tax matters. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and commitment to the field.
✨Showcase Your Client Management Skills
Since the role involves managing a portfolio of trust clients, think of examples where you've successfully built relationships with clients or resolved complex issues. Highlight your problem-solving skills and how you’ve used your initiative in previous roles.
✨Prepare for Team Dynamics
The job requires overseeing team processes and assisting senior managers. Be ready to talk about your experience in team management and collaboration. Share instances where you’ve supported colleagues or led projects to demonstrate your leadership potential.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to trust management or how they support their team’s professional development. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.
