At a Glance
- Tasks: Manage trusts, liaise with clients, and provide expert tax advice.
- Company: Join a modern legal and trust services firm in Eastleigh.
- Benefits: Enjoy hybrid working, competitive salary, and clear career progression.
- Other info: Collaborative team environment focused on continuous development and client success.
- Why this job: Step away from traditional practices and make a real impact on client relationships.
- Qualifications: Experience in trust administration and personal tax; ATT/CTA/STEP qualifications preferred.
The predicted salary is between 45000 - 65000 £ per year.
Location: Eastleigh
Sector: Tax, Personal Tax, Trusts, Private Client Tax
Contract Type: Permanent
Salary: £45000 - £65000 per annum
Consultant: Will Langdon
Clark Wood is delighted to be partnering with a modern and forward-thinking firm specialising in legal, tax, and trust services. This innovative business provides bespoke solutions to high-net-worth individuals, professionals, and business owners across the region.
Due to continued growth, they are now seeking a Tax & Trust professional to join their collaborative team. The role is open at Assistant Manager, Manager, or Senior Manager level, offering flexibility depending on experience.
This is an excellent opportunity for a personal tax and trust specialist looking to step away from a traditional accountancy practice environment, with greater client exposure, advisory responsibility, and genuine long-term progression.
Key Responsibilities- Trust Administration: Manage a varied portfolio of trusts, ensuring accurate administration and full compliance with legal and regulatory requirements.
- Client Liaison: Act as a key point of contact for clients, building strong relationships and handling queries in a proactive and professional manner.
- Financial Management: Oversee the preparation of trust accounts, tax returns, and investment reviews.
- Compliance Oversight: Ensure all trust and estate matters adhere to trust deeds, wills, HMRC requirements, and relevant legislation.
- Advisory Work: Provide high-quality advice on estate planning, trust structuring, inheritance tax, and personal tax matters.
- Team Collaboration: Work closely with internal legal and private client teams to deliver a seamless service.
- Continuous Development: Stay up to date with developments in trust law and taxation, contributing to internal knowledge sharing and CPD.
- Strong experience in trust administration and personal tax, ideally within a legal, accountancy, or fiduciary environment.
- Good working knowledge of UK trust law, estate planning, and associated tax matters.
- Confident communicator with experience managing client relationships directly.
- ATT / CTA / STEP qualified (or working towards) preferred.
- Proactive, detail-oriented, and professional approach.
- Hybrid and flexible working.
- Supportive, collaborative team environment.
- Clear progression opportunities aligned to your level.
- Opportunity to work in a modern, non-traditional setting focused on long-term client relationships.
Tax & Trusts Manager / Senior Manager - Eastleigh employer: Clark Wood
Clark Wood is an exceptional employer, offering a modern and forward-thinking work environment in Eastleigh that prioritises flexibility and collaboration. With a strong focus on employee growth, the firm provides clear progression opportunities and a supportive team culture, allowing Tax & Trust professionals to thrive while delivering bespoke solutions to high-net-worth clients. The hybrid working model further enhances work-life balance, making it an attractive choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Tax & Trusts Manager / Senior Manager - Eastleigh
✨Network Like a Pro
Get out there and connect with people in the tax and trusts sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in trust administration and personal tax. Share specific examples of how you've successfully managed client relationships or navigated complex tax issues. We want to see your expertise shine!
✨Prepare for Interviews
Do your homework before any interview. Understand the firm’s values, their approach to client service, and recent developments in tax law. We recommend preparing some thoughtful questions to ask them too – it shows you’re genuinely interested and engaged!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Tax & Trusts Manager role! We’ve got all the resources you need to make your application stand out, so take advantage of it and let us help you on your journey to success.
We think you need these skills to ace Tax & Trusts Manager / Senior Manager - Eastleigh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Tax & Trusts role. Highlight your expertise in trust administration and personal tax, as well as any relevant qualifications like ATT or CTA.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit for the team at Clark Wood. Be genuine and let your personality come through.
Showcase Your Client Management Skills:Since client liaison is key in this role, make sure to include examples of how you've built strong relationships with clients in the past. This will show us that you can handle queries professionally and proactively.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our collaborative team!
How to prepare for a job interview at Clark Wood
✨Know Your Stuff
Make sure you brush up on your knowledge of UK trust law and personal tax. Familiarise yourself with the latest developments in these areas, as well as the specific services offered by the firm. This will show that you're genuinely interested and prepared.
✨Showcase Your Client Skills
Since this role involves a lot of client interaction, be ready to discuss your experience managing client relationships. Prepare examples of how you've built rapport and handled queries effectively in the past. This will demonstrate your proactive and professional approach.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about situations where you've had to provide advice on estate planning or compliance issues. Practising your responses will help you articulate your thought process clearly during the interview.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. Inquire about the firm's approach to continuous development or how they support team collaboration. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
