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- Tasks: Manage trusts and oversee tax return preparation for high-net-worth clients.
- Company: High-end private client firm in Greater London with a focus on excellence.
- Benefits: Hybrid working options, professional development support, and STEP qualification assistance.
- Why this job: Engage with affluent clients and elevate your career in a prestigious environment.
- Qualifications: Experience in trust and tax management with strong client communication skills.
- Other info: Opportunity for career advancement into management roles.
The predicted salary is between 48000 - 72000 £ per year.
A high-end private client firm in Greater London is looking for an experienced Trust & Tax Senior to manage a portfolio of trusts and oversee their administration and tax return preparation. The role is client-facing, involving communication with high-net-worth individuals. The firm offers hybrid working options and supports professional development towards management roles, including assistance with the STEP qualification if necessary.
Senior Trust & Tax Advisor – Private Client (Hybrid) 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 & Tax Advisor – Private Client (Hybrid) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client sector and let them know you're on the lookout for opportunities. You never know who might have a lead on a Senior Trust & Tax Advisor role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of trusts and tax regulations. Be ready to discuss your experience with high-net-worth clients and how you can add value to their portfolios.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Check out our website for the latest job openings! We often have roles that match your skills, and applying directly through us can give you a better chance of landing that dream job.
We think you need these skills to ace Senior Trust & Tax Advisor – Private Client (Hybrid) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust and tax management. We want to see how you've handled high-net-worth clients and any relevant qualifications you have, like the STEP qualification.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about working with private clients and how your skills align with our firm's values. Keep it professional but let your personality come through.
Showcase Your Communication Skills: Since this role is client-facing, we need to see your ability to communicate effectively. Use examples in your application that demonstrate how you've successfully interacted with clients in the past.
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 from us!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Trusts and Taxes
Make sure you brush up on the latest regulations and practices in trust and tax management. Being able to discuss specific cases or recent changes in legislation will show your expertise and confidence in the field.
✨Client Communication is Key
Since the role is client-facing, practice articulating complex tax concepts in a way that high-net-worth individuals can easily understand. Role-play with a friend or colleague to refine your communication skills and ensure you're comfortable discussing sensitive financial matters.
✨Showcase Your Management Potential
The firm values professional development towards management roles, so be prepared to discuss your leadership experiences. Share examples of how you've successfully managed teams or projects in the past, and express your enthusiasm for taking on more responsibility.
✨Embrace the Hybrid Model
Familiarise yourself with hybrid working dynamics. Be ready to discuss how you manage your time and productivity when working remotely, as well as how you plan to maintain strong relationships with clients and colleagues in a hybrid environment.
