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- Tasks: Manage a portfolio of trust clients, overseeing administration and tax return preparation.
- Company: Join a leading firm of Chartered Accountants in Bristol, known for its expertise in trusts.
- Benefits: Enjoy a competitive salary and great company perks, with clear career progression opportunities.
- Why this job: Build meaningful relationships while working on complex advisory and inheritance tax matters.
- Qualifications: Strong experience in trusts and a positive, team-oriented attitude are essential.
- Other info: Experience with CCH Personal Tax and CCH Trust Accounts is a plus.
The predicted salary is between 43200 - 72000 £ per year.
Trust Tax Manager – Bristol, Hampshire (Full Time, Permanent) We are currently looking for an experienced Trust Tax Manager to join a leading firm of Chartered Accountants based in Bristol, Hampshire. Our client is looking for an experienced Trust Tax Manager to join their team. This is an advisory, client-facing role with clear prospects for career progression and for the right person, possible future partnership. The role will involve managing a portfolio of trust clients for the wealthiest of their private clients and this will include all aspects of trusts from managing the trust administration and accounts and tax return preparation through to complex advisory and inheritance tax matters. The main responsibilities will include: Reviewing accounts and tax returns prepared by the team Overseeing the trust administration and preparation processes Assisting senior managers/partners with various advisory work and projects Supporting the senior manager with the management of the team and processes The opportunity to build meaningful relationships with trustees, their advisors and the beneficiaries. Candidates will be committed to a career in trusts and will have strong relevant experience in this area. Candidates will also be a team player with a positive and enthusiastic attitude. Experience of running a portfolio of trust clients, including organising the delivery of work, problem solving and the ability to use your own initiative is essential with experience of advising trustees on various trust matters being desirable. Previous experience of using computerized accounting or tax packages is useful. The firm uses CCH Personal Tax and CCH Trust Accounts. In return for your skills, you will receive a competitive salary depending on your experience and some great company benefits. Just hit the apply button to forward over your CV for the Trust Tax Manager role. First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability. #J-18808-Ljbffr
Trust Tax Manager employer: First 2 Recruit
Contact Detail:
First 2 Recruit 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 and tax sector. Attend industry events or webinars where you can meet potential colleagues or clients. Building relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, such as CCH Personal Tax and CCH Trust Accounts. If you have experience with similar tools, be ready to discuss how your skills can transfer.
✨Tip Number 3
Prepare to demonstrate your problem-solving abilities during the interview. Think of examples from your past work where you successfully managed complex trust matters or resolved client issues.
✨Tip Number 4
Show your enthusiasm for a career in trusts by staying updated on current trends and changes in tax legislation. Being knowledgeable about recent developments will impress your interviewers and show your commitment to the field.
We think you need these skills to ace Trust Tax Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trust Tax Manager. Familiarise yourself with trust administration, tax return preparation, and advisory roles to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience managing a portfolio of trust clients. Include specific examples of how you've handled complex advisory and inheritance tax matters to demonstrate your expertise.
Showcase Teamwork Skills: Since the role requires collaboration with senior managers and team members, highlight your ability to work effectively in a team. Mention any previous experiences where you supported colleagues or contributed to team projects.
Tailor Your Application: Customise your CV and cover letter for this specific role. Use keywords from the job description, such as 'trust administration', 'tax returns', and 'client-facing', to ensure your application stands out to recruiters.
How to prepare for a job interview at First 2 Recruit
✨Know Your Trusts
Make sure you have a solid understanding of trust management and tax regulations. Brush up on the specifics of inheritance tax and the nuances of trust administration, as these will likely come up during your interview.
✨Showcase Your Client Management Skills
Since this role is client-facing, be prepared to discuss your experience in managing client relationships. Share examples of how you've built rapport with trustees and their advisors, and how you've successfully navigated complex advisory situations.
✨Demonstrate Team Leadership
Highlight any experience you have in leading teams or projects. Discuss how you've supported senior managers and contributed to team processes, as this will show your potential for career progression within the firm.
✨Familiarise Yourself with Relevant Software
The firm uses CCH Personal Tax and CCH Trust Accounts, so if you have experience with these or similar software, mention it. If not, consider familiarising yourself with them before the interview to demonstrate your initiative and willingness to learn.
