Tax & Trusts Manager in Surrey

Tax & Trusts Manager in Surrey

Surrey Full-Time 36000 - 60000 £ / year (est.) No working from home possible
Focus Resourcing

At a Glance

  • Tasks: Manage trusts and tax for private clients, ensuring compliance and efficient administration.
  • Company: A top legal firm known for its supportive and growth-oriented environment.
  • Benefits: Generous holiday allowance, pension scheme, life assurance, and health benefits.
  • Other info: Enjoy regular social events and excellent career progression opportunities.
  • Why this job: Join a dynamic team and make a real difference in clients' lives through expert tax and trust management.
  • Qualifications: AAT or ATT qualified with strong experience in tax and probate.

The predicted salary is between 36000 - 60000 £ per year.

Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust s trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust

Tax & Trusts Manager in Surrey employer: Focus Resourcing

Focus Resourcing is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee well-being and professional growth. With the flexibility of hybrid working arrangements, you can enjoy a balanced lifestyle while making a meaningful impact in the healthcare sector within a charitable framework. Join us to be part of a team that values your expertise and fosters continuous development in governance and compliance.

Focus Resourcing

Contact Details:

Focus Resourcing Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Tax & Trusts Manager in Surrey

Tip Number 1

Network like a pro! Reach out to your connections in the legal and tax sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!

Tip Number 2

Prepare for interviews by researching the firm thoroughly. Understand their values, recent achievements, and challenges they face in the Wills and Inheritance space. This will help you tailor your answers and show you’re genuinely interested.

Tip Number 3

Practice common interview questions related to tax and trusts management. Think about your past experiences and how they relate to the role. We suggest doing mock interviews with friends or mentors to boost your confidence.

Tip Number 4

Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you on their radar. And remember, apply through our website for the best chance!

We think you need these skills to ace Tax & Trusts Manager in Surrey

Tax Planning
Wills and Inheritance
Probate
Estate Administration
Self-Assessment Income Tax Returns
Capital Gains Tax Returns
Inheritance Tax Returns

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Tax & Trusts Manager role. Highlight your experience with wills, inheritance, and tax planning. 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 the perfect fit for our Wills and Inheritance team. Share specific examples of your past work that relate to the responsibilities listed in the job description.

Show Off Your Qualifications:Don’t forget to mention your AAT or ATT qualifications! We love seeing candidates who are qualified and have strong experience in similar roles. Make sure this info stands out in your application.

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 any important updates from us!

How to prepare for a job interview at Focus Resourcing

Know Your Stuff

Make sure you brush up on your knowledge of tax planning, trusts, and inheritance laws. Familiarise yourself with the specifics mentioned in the job description, like self-assessment income tax returns and compliance matters. This will show that you're not just a good fit on paper but also genuinely interested in the role.

Showcase Your Experience

Prepare to discuss your previous roles and how they relate to the responsibilities listed. Be ready to share specific examples of how you've handled tax returns, estate administration, or liaised with HMRC. This will help demonstrate your expertise and reassure them that you can hit the ground running.

Ask Smart Questions

Interviews are a two-way street, so come armed with thoughtful questions about the firm’s approach to Wills and Inheritance. Ask about their team dynamics or how they handle complex cases. This shows that you’re engaged and thinking critically about how you would fit into their environment.

Be Professional Yet Approachable

While it’s important to maintain professionalism, don’t forget to let your personality shine through. The firm is looking for someone who can build relationships with clients and colleagues alike. A friendly demeanour can go a long way in making a positive impression.