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For Companies At a Glance
- Tasks: Manage trust portfolios and deliver high-quality client service in a supportive team.
- Company: Join a Top 30 firm with a focus on trust services and private clients.
- Benefits: Competitive salary, career growth, and a collaborative work environment.
- Why this job: Make a real impact while developing your skills in trust administration and advisory work.
- Qualifications: Experience in trusts or private client tax; strong organisational and technical skills.
The predicted salary is between 48000 - 55000 £ 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.
Job Details:
- Location: London
- Sector: Tax, Trusts
- Contract Type: Permanent
- Salary: £48,000 - £55,000 per annum
For further information on this opportunity, please contact Will Langdon at Clark Wood.
Trusts Senior in London employer: Clark Wood
Contact Detail:
Clark Wood 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 on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Trusts Senior role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of trust administration. We recommend practising common interview questions and scenarios related to tax compliance and client service to show you’re ready for the challenge.
✨Tip Number 3
Showcase your experience! When you get the chance to meet potential employers, highlight your hands-on experience with trust accounts and tax returns. We want to see how you’ve made a difference in previous roles and how you can bring that to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re here to support you every step of the way, so take advantage of the resources we offer to help you stand out.
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. Let’s get your application rolling!
How to prepare for a job interview at Clark Wood
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and private client tax. Familiarise yourself with the latest regulations and best practices, as well as any recent changes in legislation that could impact trust administration. This will show your potential employer that you're not just experienced but also proactive about staying informed.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed a portfolio of trust clients in the past. Be ready to discuss specific challenges you faced and how you overcame them. Highlighting your ability to handle client correspondence and liaise with various stakeholders will demonstrate your strong communication skills and client service focus.
✨Demonstrate Your Team Spirit
As a Trusts Senior, you'll be expected to support junior team members and contribute to workflow efficiency. Think of instances where you've mentored others or improved team processes. Sharing these experiences will illustrate your collaborative nature and commitment to fostering a supportive work environment.
✨Prepare for Technical Questions
Expect some technical questions during your interview, especially around trust accounts, tax compliance, and inheritance tax planning. Practise articulating your thought process clearly and confidently. This will not only showcase your technical capabilities but also your problem-solving skills, which are crucial for this role.
