Trust Tax Manager or Senior Manager
Trust Tax Manager or Senior Manager

Trust Tax Manager or Senior Manager

Ipswich Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse portfolio of clients, providing tailored tax advisory services.
  • Company: Join a dynamic firm that supports start-ups, scale-ups, and multinational corporations.
  • Benefits: Enjoy flexible working options, career development support, and a culture that celebrates individuality.
  • Why this job: Gain invaluable experience while working with high-profile clients in a collaborative environment.
  • Qualifications: Must have trust tax knowledge, experience with HNW clients, and relevant qualifications like CTA or STEP.
  • Other info: Opportunity for personal growth and to make a real impact in the tax advisory field.

The predicted salary is between 43200 - 72000 £ per year.

Tax Trust Manager or Senior Manager required to join a collaborative team which provides Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of the clients you will work with has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career.

The Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Their expertise helps to manage their global tax proactively and seamlessly. At this firm, you will have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business. You'll be supported to develop your career at pace and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients.

Responsibilities:
  • Trust tax knowledge is essential as is a wide knowledge of personal taxation.
  • Act as a point of contact within the firm for the client together with the other senior staff.
  • Deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work.
  • Proactively manage your own workload, provide overall support to Partners on client matters, and assist Partners in the management of the group.
  • Recognise business and sales opportunities and progress these forward with other senior staff.
  • A strong appetite for growing the portfolio and team is required.
To be successful you will have:
  • Experience providing trust, estate, and charity advice to high net worth individuals.
  • Proven specialist technical private client experience and the ability to deal with complex tax issues, gained within a practice environment.
  • Experience of reviewing Trust accounts and associated tax accounting aspects (e.g., computing tax pools).
  • Experience of dealing with HNW clients.
  • Some experience of and an appetite for seeking opportunities for developing new clients and for selling new services to existing clients.
  • Staff management experience.
  • CTA and/or STEP qualified.
Rewards and benefits:

You'll be able to be yourself; our client recognises and values you for who you are and celebrates and rewards your contributions to the business. They are committed to agile working and offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. You will be supported to achieve your personal goals and career ambitions and have access to programmes, resources, and frameworks that provide clarity and structure around career development.

If you are interested in this opportunity, please apply online or contact Cara Whyte for a confidential conversation and to receive the full job specification.

Trust Tax Manager or Senior Manager employer: Hays Taxation

Our client is an exceptional employer, offering a dynamic and inclusive work culture that values individuality and fosters collaboration. With a strong commitment to employee growth, you will have access to tailored career development programmes and the opportunity to work with a diverse range of clients, from start-ups to FTSE listed multinationals, all while enjoying the flexibility of agile working arrangements.
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Contact Detail:

Hays Taxation Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trust Tax Manager or Senior Manager

✨Tip Number 1

Network with professionals in the tax advisory field, especially those who work with high net worth individuals. Attend industry events or webinars to connect with potential colleagues and clients, as personal connections can often lead to job opportunities.

✨Tip Number 2

Stay updated on the latest tax regulations and trends, particularly those affecting trusts and estates. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews and discussions with potential employers.

✨Tip Number 3

Prepare to discuss specific examples of how you've successfully managed client portfolios and provided tailored tax advice. Highlighting your experience with complex tax issues will show that you have the necessary skills for the Trust Tax Manager position.

✨Tip Number 4

Familiarise yourself with the firm’s existing client base and their services. Understanding their approach to tax advisory will allow you to tailor your conversations and demonstrate how you can contribute to their success right from the start.

We think you need these skills to ace Trust Tax Manager or Senior Manager

Trust Tax Knowledge
Personal Taxation Expertise
Client Portfolio Management
Ad Hoc Consultancy Skills
Strong Communication Skills
Business Development Acumen
Staff Management Experience
Complex Tax Issue Resolution
Experience with High Net Worth Clients
Reviewing Trust Accounts
Tax Accounting Proficiency
CTA and/or STEP Qualification
Proactive Work Ethic
Collaboration Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in trust tax management and personal taxation. Emphasise any relevant qualifications, such as CTA or STEP, and showcase your ability to handle complex tax issues.

Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Mention specific experiences where you've successfully managed client portfolios or provided consultancy services, demonstrating your proactive approach.

Showcase Your Communication Skills: In your application, highlight instances where you've effectively communicated with senior managers or clients. This is crucial for the role, so provide examples that illustrate your collaborative nature and ability to manage relationships.

Highlight Your Business Acumen: Discuss your experience in recognising business opportunities and developing client relationships. Mention any successful initiatives you've led to grow a portfolio or introduce new services, as this aligns with the company's goals.

How to prepare for a job interview at Hays Taxation

✨Showcase Your Trust Tax Knowledge

Make sure to highlight your expertise in trust tax and personal taxation during the interview. Be prepared to discuss specific cases where you've successfully navigated complex tax issues, as this will demonstrate your capability to handle the diverse needs of high net worth clients.

✨Demonstrate Proactive Work Ethic

Since the role requires managing your own workload, share examples of how you've proactively managed tasks in previous positions. Discuss how you prioritise responsibilities and ensure that client needs are met efficiently, showcasing your ability to work independently.

✨Emphasise Collaboration Skills

This position involves regular communication with senior managers and partners. Prepare to discuss your experience working in collaborative environments and how you effectively communicate with team members to achieve common goals, especially in a consultancy context.

✨Highlight Business Development Experience

The firm is looking for someone with an appetite for growing the portfolio. Be ready to talk about any past experiences where you've identified business opportunities or successfully sold services to existing clients, as this will show your potential to contribute to the firm's growth.

Trust Tax Manager or Senior Manager
Hays Taxation
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  • Trust Tax Manager or Senior Manager

    Ipswich
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-04-06

  • H

    Hays Taxation

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