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For Companies At a Glance
- Tasks: Manage trust clients, prepare accounts, and assist with tax planning.
- Company: Join a Top 30 firm in a supportive team environment.
- Benefits: Competitive salary, career development, and hands-on experience.
- Why this job: Make a real impact on private client services while advancing your career.
- Qualifications: Experience in trusts or private client tax is essential.
- Other info: Opportunity to improve processes and support junior team members.
The predicted salary is between 36000 - 60000 £ per year.
Clark Wood are currently working with a Top 30 firm who are seeking an experienced Trusts Senior to join their London office. As a Trusts Senior, you will play a key role in supporting the delivery of trust services for a high-quality portfolio of private clients. The position will involve hands‐on responsibility across trust administration, accounts and tax compliance, with exposure to advisory work and the opportunity to develop technically within a supportive team environment.
Key responsibilities
- Managing a portfolio of trust clients under the supervision of senior management
- Preparing and reviewing trust accounts and tax returns
- Handling day‐to‐day trust administration and client correspondence
- Assisting with inheritance tax planning and advisory assignments
- Liaising with trustees, beneficiaries and professional advisors
- Supporting junior team members and contributing to workflow efficiency
- Identifying opportunities to improve processes and client service
Qualifications
The ideal candidate will have strong experience within trusts or private client tax and be looking to take the next step in their career. You will be well organised, technically capable and confident managing your own workload while delivering high standards of client service.
Trusts Senior in 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 Trusts Senior in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their trust services. Be ready to discuss how your experience aligns with their needs, especially in areas like tax compliance and client management.
✨Tip Number 3
Showcase your skills! Bring examples of your previous work in trust administration and client correspondence to the interview. This will help demonstrate your hands-on experience and technical capabilities.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to get noticed by hiring managers who are looking for talent like yours.
We think you need these skills to ace Trusts Senior in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts Senior role. Highlight your experience in trust administration, accounts, and tax compliance. 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 services and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Technical Skills: Since this role involves technical aspects, don’t shy away from showcasing your expertise in inheritance tax planning and advisory work. We’re keen to see how you can bring value to our clients and team.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
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 trust administration, accounts, and tax compliance. Familiarise yourself with the latest regulations and best practices in the field. This will not only help you answer technical questions confidently but also show your genuine interest in the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you handled correspondence or resolved issues effectively. This will demonstrate your ability to maintain high standards of client service, which is crucial for a Trusts Senior.
✨Be Ready to Discuss Process Improvements
Since the role involves identifying opportunities to improve processes, come prepared with ideas or examples from your previous experience. Think about how you’ve contributed to workflow efficiency or enhanced client service in your past roles. This shows initiative and a proactive mindset.
✨Engage with the Team Dynamic
As you'll be supporting junior team members, be ready to discuss your approach to teamwork and mentorship. Share experiences where you’ve helped others grow or contributed to a positive team environment. This will highlight your collaborative spirit and fit within their supportive team culture.
