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- Tasks: Manage Trusts and Estates, prepare tax returns, and provide client support.
- Company: Respected firm in Bury St Edmunds with a friendly, professional culture.
- Benefits: Competitive salary, 24 days holiday, flexible working, and study support.
- Why this job: Join a growing team and make a real impact in the private client sector.
- Qualifications: Experience in Trusts and Estates; CTA or STEP qualification preferred.
- Other info: Opportunities for professional development and social events.
The predicted salary is between 30000 - 40000 £ 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:
- 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.
- Preparation of ad hoc advisory work, such as advising on Trust distributions.
- Supporting and training other members of the Trusts and Estates Team.
- Provide support in dealing with telephone calls, client meetings, engagement letters and general office administration.
- Carry out any other duties to meet with the needs of the business.
Skills Required:
- Experienced in Trusts and Estates.
- Full/part qualification in CTA or STEP.
- Depending on the candidate, study support towards further qualifications is available.
What you will receive:
- A competitive starting salary.
- 24 days holiday (excluding bank holidays).
- Birthday Leave.
- Holiday purchase/sale scheme.
- Flexible homeworking policy.
- Matching employer pension contributions of up to 6% salary.
- Salary sacrifice available for pension contributions.
- Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age.
- Private Health Insurance - Individual cover available.
- Paid study leave.
- All professional exams, study books, revision courses and resources paid for (at the first attempt).
- Up to two professional subscriptions paid for.
- Encouragement to develop and learn by attending training courses and CPD events.
- Employee Assistance programme.
- Length of service recognition.
- Social events paid for or subsidised by the firm.
If you're interested in discussing this role further, please contact Cara Whyte at Hays or apply online today.
Trust and Estates Manager or Assistant Manager employer: 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the Trust and Estates sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Trusts and Estates. Familiarise yourself with common questions and scenarios you might face. Practising with a friend can help you feel more confident and ready to impress!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience with Trusts and Estates, including any complex tax returns you've handled. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Trust and Estates Manager or Assistant Manager
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, tax returns, and any relevant qualifications like CTA or STEP. We want to see how your skills fit perfectly with 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 passionate about working in the Trust and Estates sector and how you can contribute to our friendly yet professional culture. Keep it concise but impactful!
Show Off Your Attention to Detail: Since this role involves complex tax calculations and compliance matters, make sure your application is free from typos and errors. We appreciate candidates who demonstrate excellent attention to detail right from the start!
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. Plus, it’s super easy!
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 returns, compliance matters, and the software they use (CCH). This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, be ready 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 deadlines were met, these stories will highlight your suitability for the position.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this role, so practice articulating your thoughts clearly. During the interview, make sure to listen actively and respond thoughtfully. This will demonstrate your ability to engage with clients and colleagues effectively.
✨Emphasise Your Team Spirit
This company values a friendly yet professional culture, so be sure to convey your ability to work well in a team. Share experiences where you've supported or trained others, as this will show that you're not only a great individual contributor but also a team player who can help elevate the whole Trusts and Estates team.