At a Glance
- Tasks: Oversee a high-quality portfolio of trusts, managing accounts, taxation, and administration.
- Company: Respected mid-sized London accountancy firm with a strong reputation in Private Client services.
- Benefits: Competitive salary, flexible hours, and opportunities for career progression.
- Why this job: Join a growing team and make a real impact in trust management and client relationships.
- Qualifications: STEP qualified with extensive experience in trust taxation and administration.
- Other info: Modern firm embracing agile working with excellent career growth potential.
The predicted salary is between 82000 - 92000 £ 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. Salary will be dependent on experience but is likely to be in the region £82k-£92k + bens.
Senior Trusts Manager - London employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trusts Manager - 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 sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of trusts and estates. Be ready to discuss your experience with complex tax returns and client management. 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 quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior Trusts Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Senior Trusts 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 other relevant certifications or training that could set you apart.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you into our system quickly!
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. Being able to discuss recent changes in legislation or trends in trust management will show that you're not just experienced but also proactive in staying informed.
✨Showcase Your Leadership Skills
As a Senior Trusts Manager, you'll be managing a team. Prepare examples of how you've successfully led teams in the past, resolved conflicts, or improved processes. This will demonstrate your capability to oversee a high-quality portfolio and manage professionals effectively.
✨Prepare for Client-Facing Scenarios
Since the role involves client relationship management, think of scenarios where you've had to handle difficult clients or complex situations. Be ready to discuss how you maintained professionalism and delivered results, as this will highlight your interpersonal skills.
✨Understand the Firm's Culture
Research the firm’s values and their approach to agile working. Be prepared to discuss how your work style aligns with their modern outlook. Showing that you fit into their culture can set you apart from other candidates.