At a Glance
- Tasks: Manage trusts and estates, ensuring compliance and strong stakeholder relationships.
- Company: Highly regarded private client team in Cheltenham.
- Benefits: Competitive salary starting at £55,000 and genuine career progression opportunities.
- Other info: We value diversity and encourage applications from all backgrounds.
- Why this job: Join a dynamic team and make a real impact in tax and trust administration.
- Qualifications: Experience in tax or trust administration with strong organisational skills.
The predicted salary is between 55000 - 65000 € per year.
A new opportunity for an experienced Tax & Trusts Manager to join a highly regarded private client team.
Responsibilities
- Manage the efficient administration of a portfolio of trusts and estates, ensuring compliance with relevant tax and reporting requirements while maintaining strong relationships with all stakeholders.
- Manage day‑to‑day administration of trusts, liaising as necessary with other professional advisors, trustees and beneficiaries.
- Prepare annual trust accounts, trust tax returns and inheritance tax returns where appropriate.
- Prepare estate accounts and manage estate income tax reporting.
Qualifications
- Experience working within a solicitors’ firm, accountants’ firm, trust company or similar environment with tax or trust administration experience.
- Strong organisational skills, attention to detail and an ability to work well within a team environment.
- Proven track record in trust and estates administration.
Benefits
- Competitive remuneration package – £55,000+ (DOE).
- Opportunities for genuine career progression.
Equal Opportunity
At eNL we value diversity and inclusion. We want to attract people at all levels and encourage applications from all suitably qualified candidates whatever your ethnicity, religion, age, physical or mental disability, sexual orientation, gender identity or any characteristics protected by law in the jurisdictions in which we operate.
Trusts and Tax Manager in Cheltenham employer: eNL Legal Recruitment
Join a highly regarded private client team in Cheltenham, where we prioritise employee growth and offer a competitive remuneration package starting at £55,000+. Our inclusive work culture fosters collaboration and diversity, ensuring that every team member feels valued and empowered to progress in their career while managing a diverse portfolio of trusts and estates.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts and Tax Manager in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and trusts field. Attend industry events or join relevant online groups to meet potential employers and get insider info on job openings.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss your experience with trust administration and tax compliance, as well as how you’ve managed relationships with stakeholders in the past.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've efficiently managed portfolios of trusts and estates. Highlight your attention to detail and ability to work within a team.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Keep an eye on our job listings and submit your application directly for the best chance at landing that Trusts and Tax Manager role.
We think you need these skills to ace Trusts and Tax Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in tax and trust administration. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of your past work that relate to managing trusts and estates.
Showcase Your Organisational Skills:Since this role requires strong organisational skills, mention any tools or methods you use to stay organised. We love seeing how you manage your workload effectively!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at eNL Legal Recruitment
✨Know Your Tax and Trusts Inside Out
Make sure you brush up on the latest tax regulations and trust management practices. Familiarise yourself with common scenarios you might encounter in the role, as well as any recent changes in legislation that could impact your work.
✨Showcase Your Organisational Skills
Prepare examples that demonstrate your strong organisational skills and attention to detail. Think of specific instances where you successfully managed a portfolio of trusts or estates, highlighting how you ensured compliance and maintained relationships with stakeholders.
✨Be Ready to Discuss Team Dynamics
Since teamwork is crucial in this role, be prepared to talk about your experience working within a team environment. Share stories that illustrate how you collaborated with other professionals, such as solicitors or accountants, to achieve successful outcomes.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your genuine interest in the role and the company. Inquire about their approach to client relationships or how they handle complex tax situations, which will demonstrate your enthusiasm and critical thinking.
