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- Tasks: Manage trusts, ensure compliance, and provide expert advisory services to clients.
- Company: Well-established firm with a collaborative and forward-thinking culture.
- Benefits: Competitive salary, professional study support, and hybrid working options.
- Other info: Great career progression opportunities in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in personal tax and trust administration.
- Qualifications: Experience in personal tax, trust administration, and relevant qualifications like CTA or ACCA.
The predicted salary is between 36000 - 60000 £ per year.
An exciting opportunity has arisen for an experienced Trusts Assistant Manager / Manager to join a well-established firm's Private Client Team. This role involves managing a portfolio of trusts, ensuring compliance with all relevant regulations, and working closely with medium and high-net-worth individuals on all aspects of their personal tax affairs. Although hybrid working is preferred, the firm may consider fully remote for the right candidate.
About the Role
As a Trusts Assistant Manager / Manager, you will play a vital part in delivering expert estate administration support and trust advisory services. Key responsibilities include:
- Managing a portfolio of trusts, overseeing administration and compliance.
- Reviewing annual trust accounts and tax returns using specialist accounting software.
- Advising trustees on asset management, inheritance tax calculations, and returns.
- Drafting trustee minutes and resolutions in accordance with legal requirements.
- Collaborating with partners and colleagues to provide seamless client service.
This is an excellent opportunity for a technically proficient and client-focused professional to develop their career within a highly regarded and forward-thinking tax team.
About You
The ideal candidate will have:
- Experience working in personal tax and trust administration within a practice environment.
- CTA, ACCA, or ACA qualification (additional professional qualifications such as STEP are highly advantageous).
- Strong technical knowledge of private client taxation, trusts, and probate law.
- Exceptional communication skills and a proactive approach to problem-solving.
- Experience overseeing and reviewing the work of team members.
Why join this firm?
This firm values integrity, teamwork, and excellence, providing a collaborative environment where professionals can thrive. Benefits include:
- Competitive salary and benefits package.
- Professional study support for further qualifications.
- Career progression opportunities.
- Hybrid working options available.
If you are a motivated and detail-oriented professional looking to take the next step in your career, please contact Cara Whyte at Hays or apply online.
Trust Manager or Assistant Manager (Hybrid or Remote) in Norwich employer: Hays Accounts and Finance
Contact Detail:
Hays Accounts and Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager or Assistant Manager (Hybrid or Remote) in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Trusts Assistant Manager or Manager role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of private client taxation and trusts. We recommend practising common interview questions and scenarios related to trust management, so you can showcase your expertise with confidence.
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, make sure your CV and cover letter highlight your experience in personal tax and trust administration. Show them why you’re the perfect fit for their team!
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Trust Manager or Assistant Manager (Hybrid or Remote) in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in trust administration and personal tax to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Trusts Assistant Manager role and how your background aligns with our values at StudySmarter.
Showcase Your Qualifications: If you have qualifications like CTA, ACCA, or ACA, flaunt them! We love seeing candidates who are committed to their professional development and can bring that knowledge to our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Hays Accounts and Finance
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and personal tax affairs. Be prepared to discuss specific regulations and compliance issues that are relevant to the role. This will show that you're not just familiar with the basics, but that you can handle the complexities of trust management.
✨Showcase Your Communication Skills
Since this role involves working closely with clients, it's crucial to demonstrate your exceptional communication skills. Practice explaining complex concepts in simple terms, as you'll need to advise trustees effectively. Think of examples from your past experiences where you've successfully communicated with clients or team members.
✨Prepare for Technical Questions
Expect technical questions related to private client taxation, trusts, and probate law. Review common scenarios you might face in the role and be ready to discuss how you would approach them. This will highlight your strong technical knowledge and problem-solving abilities.
✨Demonstrate Team Collaboration
This firm values teamwork, so be ready to share examples of how you've collaborated with colleagues in the past. Discuss any experiences where you oversaw team members' work or contributed to a seamless client service. This will show that you can thrive in a collaborative environment.