Trust and Estates Manager or Assistant Manager in Suffolk
Trust and Estates Manager or Assistant Manager

Trust and Estates Manager or Assistant Manager in Suffolk

Suffolk Full-Time 40000 - 50000 £ / year (est.) No home office possible
Hays Specialist Recruitment Limited

At a Glance

  • Tasks: Manage Trusts and Estates, ensuring compliance and providing tax advice to clients.
  • Company: Highly respected firm in Bury St Edmunds with a friendly, professional culture.
  • Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
  • Other info: Dynamic role with the chance to learn complex information in a supportive setting.
  • Why this job: Join a growing team and make a real difference in clients' financial futures.
  • Qualifications: Experience with Trusts, strong attention to detail, and excellent communication skills.

The predicted salary is between 40000 - 50000 £ per year.

Hays are working with a highly respected client in Bury St Edmunds who are looking for a Tax Manager or Assistant Manager to join their growing team. This position would predominantly relate to the private client sector, being within the Trust and Estates team. The Trust and Estates team deal with legal and compliance matters for Trusts and Estates and also provide advice regarding tax and Trust structures for the associated families.

You will be confident in managing your own workload to tight deadlines, demonstrate excellent attention to detail, and have the ability to learn and apply complex information. Strong communication skills are essential. You will also have experience working with Trusts and be a natural fit for their friendly yet professional workplace culture.

The role includes:

  • Review of standard Trust Estate self-assessment tax returns and personal tax returns, including related tax calculations.
  • Preparation of complex Trust Estate self-assessment tax returns and personal tax returns, including related tax calculations using the firm's software (CCH).
  • Review of standard Trust Estate Accounts.
  • Monitoring deadlines on Trusts and Estates such as annual compliance, ten yearly charges and beneficial entitlements.
  • Dealing with the day-to-day client administration.
  • Preparation of complex and review of standard Inheritance Tax returns for Trusts and Estates.

Trust and Estates Manager or Assistant Manager in Suffolk employer: Hays Specialist Recruitment Limited

Join a highly respected firm in Bury St Edmunds, where you will thrive in a supportive and collaborative environment that values professional growth and development. With a focus on the private client sector, our Trust and Estates team offers unique opportunities to engage with complex legal and tax matters while enjoying a friendly workplace culture that encourages open communication and teamwork. Benefit from competitive remuneration, ongoing training, and a commitment to work-life balance, making this an excellent choice for those seeking meaningful and rewarding employment.
Hays Specialist Recruitment Limited

Contact Detail:

Hays Specialist Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trust and Estates Manager or Assistant Manager in Suffolk

✨Tip Number 1

Network like a pro! Reach out to your connections in the Trust and Estates sector. Attend industry events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of Trusts and Estates. Be ready to discuss your experience with tax returns and compliance matters. Show them you’re not just a fit on paper but also in person!

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.

✨Tip Number 4

Apply through our website for a smoother process! We’ve got all the resources you need to make your application stand out. Plus, it’s a great way to show you’re serious about joining our team!

We think you need these skills to ace Trust and Estates Manager or Assistant Manager in Suffolk

Tax Compliance
Trusts and Estates Knowledge
Attention to Detail
Time Management
Communication Skills
Client Administration
CCH Software Proficiency
Self-Assessment Tax Returns Preparation
Inheritance Tax Returns Preparation
Analytical Skills
Problem-Solving Skills
Ability to Learn Complex Information
Workload Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Trust and Estates role. Highlight your experience with Trusts and any relevant tax knowledge. 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 team. Share specific examples of your work with Trusts and your attention to detail – we love a good story!

Show Off Your Communication Skills: Strong communication is key in this role. In your application, demonstrate how you've effectively communicated complex information in the past. We want to know you can connect with clients and colleagues alike!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Hays Specialist Recruitment Limited

✨Know Your Trusts and Estates

Make sure you brush up on your knowledge of Trusts and Estates before the interview. Familiarise yourself with common tax structures and compliance matters, as well as any recent changes in legislation that could impact the role. This will show your potential employer that you're not just interested in the job, but that you’re genuinely engaged with the field.

✨Demonstrate Attention to Detail

Since this role requires excellent attention to detail, be prepared to discuss specific examples from your past work where your meticulousness made a difference. Whether it was catching an error in a tax return or ensuring compliance with deadlines, these anecdotes will highlight your suitability for the position.

✨Showcase Your Communication Skills

Strong communication skills are essential for this role, so think about how you can demonstrate this during the interview. Practice explaining complex tax concepts in simple terms, as you might need to do this with clients. Being able to convey information clearly will set you apart from other candidates.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving abilities and how you manage your workload under tight deadlines. Think of situations where you had to prioritise tasks or deal with challenging client requests, and be ready to explain your thought process and the outcomes.

Trust and Estates Manager or Assistant Manager in Suffolk
Hays Specialist Recruitment Limited
Location: Suffolk

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