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- Tasks: Manage UK trusts and HNW individuals, providing strategic tax advice and compliance support.
- Company: Join a well-respected firm known for its expertise in tax recruitment and client relationships.
- Benefits: Enjoy autonomy, professional development, and the chance to shape internal processes.
- Why this job: This role offers the opportunity to make a real impact and build valuable client relationships.
- Qualifications: Practical experience in trust tax, strong communication skills, and proactive thinking are essential.
- Other info: Partner with us for exclusive access to hidden job opportunities and personalised career support.
The predicted salary is between 43200 - 72000 £ per year.
You’ve done the technical work. You know your IHT from your CGT. Now you’re looking for a role where your expertise actually shapes things—and where clients value the advice as much as the accuracy.
A well-respected firm is looking for a Trust Tax Manager to join their established private client team. You’ll manage a portfolio of UK trusts and HNW individuals, advise on planning opportunities, and be a go-to for both clients and junior team members.
There’s compliance, yes—but also strategy, advisory work, and the chance to really own relationships. You’ll also help develop the team and improve internal processes as the firm continues to grow.
You’ll need practical experience in trust tax and personal returns, strong communication skills, and the ability to think proactively—not just reactively. If you’re ready for more autonomy and less red tape, this could be a great move.
Trust Tax Manager employer: Creative Tax Recruitment
Contact Detail:
Creative Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Manager
✨Tip Number 1
Network with professionals in the trust tax field. Attend industry events or webinars where you can meet potential colleagues and clients. Building relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Stay updated on the latest changes in tax legislation and trust management. Being knowledgeable about current trends will not only boost your confidence but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and provided strategic advice in your previous roles. This will showcase your ability to add value to the firm and its clients.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, culture, and recent developments. Tailoring your conversation to align with their goals will show that you're genuinely interested in being part of their team.
We think you need these skills to ace Trust Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust tax and personal returns. Use specific examples that demonstrate your expertise and how you've added value to previous roles.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss how your proactive approach and strong communication skills will benefit their private client team.
Showcase Your Advisory Skills: Emphasise your ability to provide strategic advice and planning opportunities. Include instances where you've successfully managed client relationships or improved internal processes.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. A polished application reflects your attention to detail, which is crucial in the trust tax field.
How to prepare for a job interview at Creative Tax Recruitment
✨Showcase Your Technical Expertise
Make sure to highlight your knowledge of IHT and CGT during the interview. Be prepared to discuss specific cases where your expertise has made a significant impact on clients' tax strategies.
✨Demonstrate Strong Communication Skills
As a Trust Tax Manager, you'll need to communicate complex tax concepts clearly. Practice explaining your past experiences in a way that is easy to understand for both clients and junior team members.
✨Emphasise Proactive Thinking
Prepare examples of how you've anticipated client needs or identified planning opportunities before they became urgent. This will show your potential employer that you can think ahead and add value to their team.
✨Discuss Team Development and Process Improvement
Be ready to talk about any experience you have in mentoring junior staff or improving internal processes. This demonstrates your leadership qualities and commitment to the growth of the firm.
