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- Tasks: Manage a diverse portfolio of trust and estate clients, providing expert tax advice.
- Company: Respected professional services firm in Bury St Edmunds with a collaborative culture.
- Benefits: Competitive salary, 27 days holiday, and opportunities for professional growth.
- Other info: Mentorship opportunities and involvement in business development activities.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients' financial futures.
- Qualifications: Experience in Trusts & Estates, CTA/STEP qualification preferred, strong communication skills.
The predicted salary is between 50000 - 60000 £ per year.
Hays are recruiting for a well-established and highly respected professional services firm in Bury St Edmunds who are recruiting an experienced Trusts & Estates Tax Manager to join their growing Private Client Tax team. This opportunity sits within a collaborative, multidisciplinary environment, working closely with tax, legal, accounts and financial planning specialists to deliver a complete advisory service to high-net-worth individuals, families and trustees.
The role involves taking ownership of your own varied portfolio of trust and estate clients, acting as a trusted adviser and delivering high-quality compliance and advisory services. The role offers a strong balance of technical work, client interaction and opportunities to contribute more broadly to the development of the Trusts & Estates offering.
Key responsibilities include:- Providing advisory support on trusts, estates and private client tax matters, identifying planning opportunities aligned to clients’ wider personal and family objectives
- Preparing and reviewing complex trust and estate tax returns, accounts and Inheritance Tax returns
- Managing client relationships, ensuring deadlines are met and a consistently high standard of service is maintained
- Supporting the wider tax team with trust related technical input
- Contributing to business development activity, including marketing initiatives, publications and events
- Mentoring and supporting junior members of the Trusts & Estates team
About you: You will be an experienced Trusts & Estates professional, confident working with complex technical matters and managing your own workload in a deadline-driven environment.
You will ideally have:
- Previous experience in a Trusts & Estates / Private Client Tax role
- CTA and/or STEP qualification
- Strong technical knowledge across trusts, estates and private client taxation
- A commercial mindset with an understanding of recoverability and WIP
- Excellent communication skills and a confident, professional client-facing manner
- A collaborative approach and the ability to work effectively within a multidisciplinary team
What’s on offer: Competitive salary, 27 days’ holiday.
Tax and Trust Manager in Bury employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax and Trust Manager in Bury
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the tax and trusts field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with complex trust and estate matters. Share specific examples of how you've added value to clients – it’ll set you apart from the crowd.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities that fit your skills as a Trusts & Estates professional. Tailor your approach to each firm, showing them why you’re the perfect match!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and remind them of your key strengths. It shows professionalism and keeps the conversation going!
We think you need these skills to ace Tax and Trust Manager in Bury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Trusts & Estates Tax Manager role. Highlight your previous experience in a similar position and any relevant qualifications like CTA or STEP.
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. Mention specific experiences that demonstrate your expertise in trusts, estates, and private client tax matters.
Showcase Your Communication Skills: Since this role involves client interaction, make sure to highlight your excellent communication skills in your application. We want to see how you can convey complex information clearly and professionally.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at Hays
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, estates, and private client taxation. Familiarise yourself with the latest regulations and common challenges in the field. This will not only help you answer technical questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully managed complex tax matters or client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will demonstrate your ability to handle the responsibilities outlined in the job description.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the firm’s approach to trusts and estates, their client base, and how they support their team’s development. This shows that you’re engaged and serious about the opportunity, plus it gives you a chance to assess if the firm is the right fit for you.
✨Demonstrate Team Spirit
Since the role involves working closely with a multidisciplinary team, highlight your collaborative experiences. Share examples of how you've worked effectively with others, mentored junior staff, or contributed to business development initiatives. This will illustrate that you can thrive in a team-oriented environment.