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- Tasks: Manage compliance and advisory work for trusts and estates, building strong client relationships.
- Company: Join a supportive independent firm with a focus on staff well-being and work-life balance.
- Benefits: Enjoy flexible working, healthcare, pension, social events, and professional development opportunities.
- Why this job: This role offers career progression in a friendly environment with a stable tax team.
- Qualifications: Experience in personal tax and trusts is essential; relevant qualifications are a plus.
- Other info: Parking available; easily accessible via public transport.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Your new companyProfessional and supportive independent firm with a well-established tax team seeking to recruit a Trusts and Estates Tax specialist. This is an excellent opportunity for a tax professional with prior experience of trusts and estates work to join a firm which has a strong focus on staff well-being and work-life balance and has a very stable tax team.
Your new roleWorking with a varied portfolio of clients, you will undertake a mix of compliance and advisory work across a range of tax matters including CGT, IHT, residence and domicile and property. Additionally, you will prepare and review trust and estate tax returns and will provide support to clients in relation to IHT planning, estate administration and planning throughout the life-cycle of the process. You will work closely with your clients, building excellent relationships and will guide colleagues on trusts and estates queries for their clients.
What you'll need to succeedTo be considered for this role, you will possess excellent personal tax experience gained within an accountancy firm and will have gained experience managing both compliance and advisory aspects relating to trusts and estates. Relevant qualifications would be beneficial (e.g. ACA/ ACCA/ ATT/ CTA) but experience will be key.
Additionally, you will be great at developing and managing excellent relationships internally and externally and will be adept at managing deadlines, prioritising workload and collaborating with team members.
What you'll get in returnIf you are seeking to progress your career within a supportive and professional firm who can provide a very welcoming and friendly working environment. Great benefits are on offer, including staff pension, healthcare, wellbeing initiatives, regular socials and CPD days. Flexible and hybrid working is in operation and parking is available at the offices, which are easily accessible both via public transport and local road networks.
What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Tax Senior - Trusts and Estates employer: Hays Specialist Recruitment Limited
Contact Detail:
Hays Specialist Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Senior - Trusts and Estates
✨Tip Number 1
Network with professionals in the tax field, especially those who specialise in trusts and estates. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest developments in tax legislation related to trusts and estates. Being knowledgeable about current trends will help you stand out during discussions with interviewers.
✨Tip Number 3
Prepare to discuss specific examples of your previous work with trusts and estates. Highlighting your experience in compliance and advisory roles will demonstrate your suitability for the position.
✨Tip Number 4
Showcase your interpersonal skills by preparing to discuss how you've built relationships with clients in the past. This role requires excellent relationship management, so be ready to share relevant experiences.
We think you need these skills to ace Tax Senior - Trusts and Estates
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your personal tax experience, especially in trusts and estates. Emphasise any relevant qualifications like ACA, ACCA, ATT, or CTA, and detail your compliance and advisory work.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax work, particularly in trusts and estates. Mention your ability to build relationships with clients and your experience managing deadlines and workloads.
Showcase Relevant Experience: In your application, provide specific examples of your previous work with CGT, IHT, and estate administration. Highlight how you have successfully supported clients in these areas.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Hays Specialist Recruitment Limited
✨Showcase Your Tax Knowledge
Make sure to brush up on your knowledge of trusts and estates, particularly around CGT, IHT, and residence and domicile issues. Be prepared to discuss specific cases or scenarios where you've successfully navigated these tax matters.
✨Demonstrate Relationship-Building Skills
Since the role involves working closely with clients, highlight your experience in building and maintaining strong relationships. Share examples of how you've effectively communicated with clients and colleagues to resolve tax queries.
✨Emphasise Compliance and Advisory Experience
Be ready to discuss your experience managing both compliance and advisory aspects of tax work. Provide concrete examples of how you've balanced these responsibilities in previous roles, showcasing your ability to prioritise workload.
✨Express Interest in Professional Development
The firm values CPD and staff well-being, so express your enthusiasm for ongoing learning and development. Mention any relevant qualifications you hold or are pursuing, and how you plan to continue growing in your tax career.
