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

Trust Tax Manager or Senior Manager

Ipswich Full-Time 48000 - 84000 £ / 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 to FTSE-listed multinationals in tax management.
  • Benefits: Enjoy agile working, personal development support, and a culture that celebrates individuality.
  • Why this job: Gain invaluable experience while collaborating with senior professionals in a varied workload.
  • Qualifications: Experience in trust, estate, and charity advice; CTA or STEP qualified preferred.
  • Other info: Opportunity for career growth and to make a real impact in the tax sector.

The predicted salary is between 48000 - 84000 £ per year.

A Tax Trust Manager or Senior Manager is 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.
  • Pro-actively 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 (eg 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.
  • 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

Our client is an exceptional employer, offering a dynamic and inclusive work culture that values individuality and celebrates contributions. With a strong commitment to employee growth, you will have access to tailored career development programmes and the flexibility of agile working, allowing you to thrive in your role as a Trust Tax Manager or Senior Manager. Located in a vibrant area, this position provides the unique opportunity to work with a diverse range of clients, enhancing your expertise while enjoying a supportive environment that encourages collaboration and innovation.
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Contact Detail:

Hays 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

Familiarise yourself with the latest trends and regulations in trust and estate taxation. Being well-versed in current issues will not only boost your confidence during interviews but also demonstrate your proactive approach to potential employers.

✨Tip Number 3

Prepare to discuss specific examples of how you've successfully managed client portfolios or identified new business opportunities in previous roles. This will showcase your ability to contribute to the firm's growth and align with their expectations for a Trust Tax Manager.

✨Tip Number 4

Research the firm’s existing client base and tailor your understanding of their needs. Showing that you have insight into their operations and challenges will set you apart and demonstrate your genuine interest in the role.

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
Communication Skills
Collaboration Skills
Business Development Acumen
Sales Skills
Technical Private Client Experience
Complex Tax Issue Resolution
Trust Accounts Review
Tax Accounting Proficiency
High Net Worth Client Experience
CTA Qualification
STEP Qualification

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in trust tax management and personal taxation. Include specific examples of your work with high net worth individuals and any relevant qualifications like CTA or STEP.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm's needs. Emphasise your proactive approach to managing workloads and your ability to collaborate effectively with senior staff.

Highlight Relevant Experience: In your application, focus on your experience providing trust, estate, and charity advice. Mention any complex tax issues you've dealt with and your success in managing client portfolios.

Showcase Your Growth Mindset: Demonstrate your appetite for growth by discussing how you have sought out new business opportunities in the past. Highlight any initiatives you've taken to develop new clients or services.

How to prepare for a job interview at Hays

✨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 effectively prioritised tasks and taken initiative in previous positions. This will show that you can work independently while also being a reliable team player.

✨Communicate Effectively with Senior Staff

Prepare to discuss your experience in collaborating with senior managers and partners. Highlight instances where your communication skills have led to successful outcomes, as this is crucial for building relationships within the firm and with clients.

✨Express Your Appetite for Growth

Convey your enthusiasm for expanding the client portfolio and developing new business opportunities. Share any past experiences where you've successfully identified and pursued growth opportunities, as this aligns with the firm's goals and values.

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

    Ipswich
    Full-Time
    48000 - 84000 £ / year (est.)

    Application deadline: 2027-03-22

  • H

    Hays

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