At a Glance
- Tasks: Manage trusts and tax services for high net worth clients in a dynamic team.
- Company: Recognised private client legal firm with a diverse workload.
- Benefits: Pension scheme, bonus, healthcare, gym contributions, and 28 days leave.
- Other info: Great career growth opportunities in a collaborative environment.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Experience in tax or trust management and strong communication skills.
The predicted salary is between 40000 - 50000 £ per year.
We are looking for a Trust and Tax Manager who will be working in our Trust and Tax team in Cheltenham, within our large private client team. We are a recognised private client legal firm with a broad and varied workload serving high net worth clients, owner managed businesses, and large clients.
Responsibilities
- Manage the day to day administration of trusts, liaising with professional advisors, trustees and beneficiaries as necessary.
- Prepare annual trust accounts, tax returns and R185s where appropriate, as well as inheritance tax returns.
- Prepare estate accounts and handle estate income tax reporting.
- Deal with Trust Registration Service (TRS) registration and CGT returns on residential property sales.
- Collaborate with other team members to ensure accurate and timely delivery of trust and tax services.
- Exposure to the administration of trusts and estates holding properties, family company shares and quoted investments would be beneficial.
Qualifications and experience
- Previous experience working in a solicitors' firm, accountants' firm, trust company, or relevant tax/trust experience gained elsewhere.
- Strong organisational and communication skills; ability to liaise with trustees, beneficiaries, and professional advisors.
Benefits
- Scottish Widows Pension Scheme
- Bonus scheme
- Electric vehicle scheme
- 28 days annual leave (plus public holidays)
- Happy People / Perks at Work benefits portal
- Cycle to Work scheme
- Life Assurance
- 1/3 gym membership contribution
- Flu vaccinations
- Private healthcare insurance
Tax & Trust Manager in Cheltenham employer: Harrison Clark Rickerbys
Join our esteemed private client legal firm in Cheltenham, where we pride ourselves on fostering a collaborative and supportive work culture. As a Tax & Trust Manager, you will benefit from a comprehensive benefits package, including a generous pension scheme, bonus opportunities, and private healthcare, all while working with a diverse team dedicated to delivering exceptional service to high net worth clients. We are committed to your professional growth, offering ample opportunities for development within our large private client team.
StudySmarter Expert Advice🤫
We think this is how you could land Tax & Trust Manager in Cheltenham
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Harrison Clark Rickerbys, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax & Trust Manager in Cheltenham
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Harrison Clark Rickerbys's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Harrison Clark Rickerbys. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Harrison Clark Rickerbys!
How to prepare for a job interview at Harrison Clark Rickerbys
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Harrison Clark Rickerbys.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Harrison Clark Rickerbys. It helps to show our commitment!
