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- Tasks: Oversee a high-quality portfolio of trusts and manage a team of professionals.
- Company: Respected mid-sized London accountancy firm with a strong reputation in Private Client services.
- Benefits: Competitive salary, flexible working hours, and opportunities for career progression.
- Why this job: Join a modern firm and make a real impact in trust management and client relationships.
- Qualifications: STEP qualified with extensive experience in trust taxation and administration.
- Other info: Embrace agile working with the option to work from home two days a week.
The predicted salary is between 80000 - 90000 £ per year.
Our client is a respected mid-sized London accountancy firm, that has built a strong reputation in the Private Client field. Their team is independently recognised for the strength of its expertise. They advise an impressive HNW client base including on and offshore trusts, estates, family office and probate work.
Their Trusts & Estates team is growing and is keen to appoint an experienced Trusts accountant at Senior Manager level. The role will involve overseeing a high quality portfolio of trusts, their accounts, taxation and administration. The incoming individual will manage a team of trusts professionals and ensure the annual compliance cycle is completed effectively. This will include reviewing complex tax returns and accounts, handling complicated administration issues and performing very much a client-facing relationship management role.
They will also work closely with directors and partners on ad hoc trust planning projects – creation, restructuring and cessation. The successful candidate is likely to be STEP qualified and will certainly have extensive experience of advising on trust taxation, accounts and administration. For the right person, scope exists to progress on to AD and Director grades.
The firm is modern and forward-thinking in its outlook. It is embracing agile working and offers flexible hours where required. Based in central London but offering homeworking two days a week if one wishes. Salary will be dependent on experience but is likely to be in the region £80k-£90k + bens.
Senior Trust Manager in London employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field, especially those who know the firm you're eyeing. A friendly chat can lead to insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your trust taxation knowledge. Be ready to discuss complex cases you've handled and how you’ve managed teams. Show them you’re not just a number cruncher but a strategic thinker!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your interview, drop a thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Check out our website for more opportunities! We often have roles that might not be advertised elsewhere. Plus, applying through us gives you a better chance to stand out!
We think you need these skills to ace Senior Trust Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Senior Trust Manager role. Highlight your expertise in trust taxation, accounts, and administration to catch our eye!
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 growing Trusts & Estates team. Share your passion for client-facing roles and any relevant projects you've worked on.
Showcase Your Qualifications: If you're STEP qualified, make it known! We love seeing candidates who have the right qualifications and experience. Don’t forget to mention any additional certifications or training that could set you apart.
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’re considered for the role. Plus, it shows you’re keen on joining our modern, forward-thinking firm!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, estates, and the specific tax implications involved. Be prepared to discuss your experience with complex tax returns and how you've handled tricky administration issues in the past.
✨Showcase Your Leadership Skills
As a Senior Trust Manager, you'll be managing a team. Think of examples where you've successfully led a team or project. Highlight your ability to mentor others and ensure compliance within your team.
✨Client-Facing Experience is Key
Since this role involves a lot of client interaction, be ready to share stories about how you've built and maintained relationships with high-net-worth clients. Discuss your approach to client management and any successful outcomes you've achieved.
✨Be Ready for Technical Questions
Expect some technical questions related to trust taxation and compliance. Brush up on recent changes in legislation and be prepared to discuss how these might impact your work. Showing that you're up-to-date will impress the interviewers.
