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- Tasks: Manage a diverse portfolio of trusts and lead a dynamic team of Trust Professionals.
- Company: Join a successful International Legal Group with a strong reputation.
- Benefits: Competitive salary, flexible working hours, remote options, and private healthcare.
- Other info: Great opportunities for professional development and career progression.
- Why this job: Make a real impact in trust management while advancing your career.
- Qualifications: Experience in trust accounting and tax processes; ACA/ACCA/CTA or STEP qualified preferred.
The predicted salary is between 50000 - 60000 £ per year.
Hays Accountancy & Finance are partnering with a successful & established International Legal Group to recruit a dynamic & experienced Trust & Tax Manager. This is a fantastic opportunity to manage a high-quality portfolio of trusts, oversee a growing team, and work with an excellent client base. The role is offering a competitive salary & benefits package, based in central Cheltenham, Gloucestershire. Remote/Office hybrid working, flexible working pattern & open to both full-time and part-time applicants.
Ideally, you will be experienced in trust accounting, tax processes & preparing accounts, with experience in a similar role - open to professionals looking for a move out of accountancy practice. A unique opportunity where you can really add value with future progression opportunities.
Your key duties will involve managing a complex portfolio of domestic trusts and trust structures for a high-calibre client base. Proactively managing, mentoring, and supervising a team of Trust Professionals, ensuring they gain exposure to varied work and progress their careers. Delivering and implementing complex trust and estate planning advice, covering tax and trust law matters. You will oversee and contribute to the preparation of annual trust accounts and tax returns, plus personal tax compliance. Calculate Inheritance Tax liabilities, overseeing preparation of IHT returns; liaising with HMRC as required. You will monitor trust investment performance, prepare/review trustees investment policies, ensure effective financial management, along with overseeing trust reporting. You will participate in client meetings and liaise independently with clients, beneficiaries, banks, investment managers, valuers, and accountants.
To be considered for this unique Trust & Tax Manager role, you will need experience in a similar position, strong technical knowledge of Trust accounting & related policies, tax experience, along with knowledge of preparing accounts. Excellent organisational skills to manage workloads to meet deadlines, adaptable to business needs, along with being a proactive problem solver. You will have exceptional communication skills to build external relationships at all levels & with internal management, teams & related parties. You will be a confident manager or team leader, who can develop, support & guide team members. Ideally, you will be ACA/ACCA/CTA qualified or STEP qualified.
This permanent Trust & Tax Manager role offers a competitive salary, dependent on experience, and is based in Cheltenham, Gloucestershire. Open to both full-time and part-time applicants. Remote/office hybrid working is offered, parking on-site, flexible working hours, a bonus scheme, contributed pension scheme, development opportunities, private health care & further group benefits. A great opportunity to join a global legal group to really add value within the private client trust department, overseeing a team.
If 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.
Trust & Tax Manager in Wickham employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Manager in Wickham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in trust accounting and tax processes. We want to see you confidently discussing your past achievements and how they relate to the Trust & Tax Manager role.
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their client base, and think about how your skills can add value. We suggest preparing some questions to ask them too – it shows you’re genuinely interested in the role.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trust & Tax Manager in Wickham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your trust accounting and tax experience, as well as any leadership roles you've held. We want to see how you can add value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Trust & Tax Manager role. Share specific examples of your past achievements and how they relate to the responsibilities outlined in the job description.
Showcase Your Communication Skills: Since this role involves liaising with clients and managing a team, it's crucial to demonstrate your exceptional communication skills. Use clear and concise language in your application, and consider mentioning any relevant experiences where you've successfully built relationships.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves. Don't miss out on this fantastic opportunity!
How to prepare for a job interview at Hays
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust accounting and tax processes. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will demonstrate your expertise and confidence in the field.
✨Showcase Your Leadership Skills
As a Trust & Tax Manager, you'll be expected to mentor and supervise a team. Think of examples where you've successfully led a team or helped someone develop their skills. This will show that you're not just technically proficient but also a great leader.
✨Prepare for Client Interactions
Since you'll be liaising with clients and various stakeholders, practice how you would explain complex trust and tax concepts in simple terms. This will highlight your communication skills and ability to build relationships, which are crucial for this role.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss challenges you've faced in previous roles and how you overcame them. This could involve managing tight deadlines or resolving client issues. Showing that you're a proactive problem solver will set you apart from other candidates.