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For Companies At a Glance
- Tasks: Manage trust clients, prepare accounts, and assist with tax compliance.
- Company: Join a Top 30 firm in a supportive team environment.
- Benefits: Competitive salary, career growth, and hands-on experience.
- Why this job: Make a real impact while developing your skills in trust services.
- Qualifications: Experience in trusts or private client tax is essential.
- Other info: Dynamic role with opportunities for process improvement and teamwork.
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: will@clark-wood.co.uk 07920 557121
Trusts Senior employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Senior
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how you can contribute to their team. Practise common interview questions and think about how your experience aligns with what they’re looking for.
✨Tip Number 3
Showcase your skills during the interview! Bring examples of your past work, especially those that highlight your trust administration and client service abilities. This will help you stand out as a candidate who can hit the ground running.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and appreciation for the opportunity.
We think you need these skills to ace Trusts Senior
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. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in managing a portfolio of trust clients.
✨Showcase Your Client Management Skills
During the interview, highlight your experience with client correspondence and administration. Share examples of how you've effectively liaised with trustees and beneficiaries, as well as any advisory work you've been involved in. This will demonstrate your ability to deliver high standards of client service.
✨Be Ready for Technical Questions
Expect some technical questions related to trust accounts, tax compliance, and inheritance tax planning. Brush up on relevant regulations and be ready to explain your thought process when tackling complex issues. This will show that you're technically capable and ready for the challenges of the role.
✨Emphasise Team Collaboration
Since the role involves supporting junior team members and contributing to workflow efficiency, be sure to discuss your experience working in a team environment. Share examples of how you've helped improve processes or mentored others, as this will highlight your collaborative spirit and leadership potential.
