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 trust and estate management.
- 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: Executive Network Legal Ltd
Join a highly regarded private client team in Cheltenham, where we prioritise employee growth and development through genuine career progression opportunities. Our inclusive work culture fosters collaboration and strong relationships, ensuring that you thrive in your role as a Trusts and Tax Manager while enjoying a competitive remuneration package. With a commitment to diversity and equal opportunity, we welcome applicants from all backgrounds to contribute to our success.
Contact Detail:
Executive Network Legal Ltd Recruiting Team
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 webinars to meet potential employers and get your name out there.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your experience with trust administration and tax compliance. This will give you an edge during interviews and help you stand out.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers. Focus on your organisational skills and teamwork experience, as these are key for the role.
✨Tip Number 4
Apply through our website! We want to see your application directly, so make sure to submit it through our platform. It’s the best way to ensure we notice your talent!
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 Executive Network Legal Ltd
✨Know Your Stuff
Make sure you brush up on your tax and trust knowledge. Familiarise yourself with the latest regulations and reporting requirements. Being able to discuss recent changes in tax law or trust administration will show that you're proactive and well-informed.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in managing trusts and estates. Be ready to discuss how you've handled compliance issues or worked with stakeholders, as this will demonstrate your capability in a similar environment.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. Inquire about the team dynamics, the types of trusts they manage, or how they handle complex tax situations. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Be Organised and Detail-Oriented
Since the role requires strong organisational skills and attention to detail, make sure your CV and any documents you bring are neatly presented. During the interview, demonstrate your methodical approach by discussing how you prioritise tasks and manage deadlines effectively.
