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- Tasks: Lead a trust team, ensuring compliance and delivering top-notch client service.
- Company: Join a large independent firm with beautiful offices in the South West.
- Benefits: Enjoy a stunning work location and opportunities for professional development.
- Why this job: Make a real impact while working in a supportive and dynamic environment.
- Qualifications: Must have experience in a similar role and be ATT or CTA qualified.
- Other info: Ideal for those looking to advance their career in a vibrant setting.
The predicted salary is between 72000 - 108000 £ per year.
Large independent firm seeks a Trust Tax Director to head a trust team across the South West. This is an exciting opportunity to live in a beautiful part of the world as the offices you could be based from include Poole, Salisbury, Exeter, and Truro.
Responsibilities
- Ensuring the work of the Trust team is compliant with legislative and ethical standards.
- Assisting the team in solving client issues and ensuring they are delivered to the timescale and budget required.
- Managing a team of advisors including taking a leading role in their professional development.
- Liaising with clients including Trustees, Beneficiaries, individuals, and other intermediaries to provide a first-class service to clients.
- Acting as principal on a portfolio of trust and HNW clients including taking responsibility for reviewing and signing out of advice.
- Reviewing and advising on trust accounts.
- Playing an active role in marketing and developing the trust services offering.
- Working with others to grow the team and our trust business.
- Helping to upskill and develop colleagues in other departments to ensure we manage risk and help with identifying opportunities for the firm.
- Meeting with clients to ascertain and advise on their tax planning needs and overseeing the delivery of this work by other team members.
- Working alongside the Private Client tax partners to identify key opportunities and threats within both the existing client base and externally.
- Actively seeking opportunities to promote other departments within the firm, and in particular the services of our financial planning colleagues.
- Playing an active role in ensuring that work is undertaken by the right team members and departmental targets are met.
- Assisting with the running of a trust corporation.
About You
- Previous experience in a similar role as either an experienced senior manager looking to take the next step in their career, or a director.
- ATT or CTA qualified (or equivalent) with up-to-date technical knowledge.
- The STEP qualification is also desirable.
A great opportunity.
Trust Tax Director employer: Georgiana Head Recruitment Limited
Contact Detail:
Georgiana Head Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Director
✨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, as personal connections can often lead to job opportunities.
✨Tip Number 2
Research the firm thoroughly. Understand their values, culture, and recent developments in their trust services. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your leadership style and how you've developed teams in the past. As a Trust Tax Director, showcasing your ability to manage and mentor others will be crucial in the selection process.
✨Tip Number 4
Stay updated on the latest tax legislation and trust regulations. Being well-informed will not only boost your confidence but also position you as a knowledgeable candidate who can add immediate value to the team.
We think you need these skills to ace Trust Tax Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust tax management and team leadership. Emphasise your qualifications, such as ATT or CTA, and any experience with HNW clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss how your previous experience aligns with the responsibilities outlined in the job description, particularly in managing teams and client relationships.
Showcase Your Technical Knowledge: Demonstrate your up-to-date technical knowledge in trust taxation within your application. Mention any specific legislation or ethical standards you are familiar with that are relevant to the role.
Highlight Leadership Skills: Since the role involves managing a team, be sure to highlight your leadership skills and any experience you have in mentoring or developing colleagues. Provide examples of how you've successfully led teams in the past.
How to prepare for a job interview at Georgiana Head Recruitment Limited
✨Showcase Your Technical Knowledge
As a Trust Tax Director, it's crucial to demonstrate your up-to-date technical knowledge. Be prepared to discuss recent changes in tax legislation and how they impact trust management. This will show your expertise and commitment to compliance.
✨Highlight Leadership Experience
Since the role involves managing a team of advisors, share specific examples of your leadership experience. Discuss how you've developed team members professionally and how you handle challenges within a team setting.
✨Client-Centric Approach
Emphasise your ability to liaise effectively with clients, including Trustees and Beneficiaries. Prepare to discuss how you've previously solved client issues and delivered services within budget and timescales, showcasing your commitment to client satisfaction.
✨Demonstrate Marketing Skills
The role requires an active involvement in marketing and developing trust services. Be ready to talk about any past experiences where you've successfully promoted services or identified growth opportunities, particularly in collaboration with other departments.
