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- Tasks: Provide estate planning and trust structuring advice to high-net-worth clients.
- Company: Independent accountancy firm in the vibrant West End, focused on Private Client Services.
- Benefits: Competitive salary, hybrid working options, and a supportive team culture.
- Why this job: Join a growing firm that values work/life balance and offers career progression.
- Qualifications: Experience in trusts and estates tax advisory at a senior level.
- Other info: Opportunity to work with experienced professionals and manage diverse client portfolios.
The predicted salary is between 80000 - 95000 £ per year.
Join a high-quality independent accountancy firm in the West End, where Private Client Services are at the core of their business. The team advises an impressive client base of UK and international HNWIs, their families and trusts. They are busy, growing and keen to appoint an additional Trusts & Estates tax adviser at Senior Manager level (c.£80k-£95k dependent on experience).
The incoming individual will work closely with highly experienced directors and partners, providing estate planning, IHT and trust structuring advice. They will also oversee a portfolio of trusts and estates, reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and managing third-party relationships.
It is a super opportunity to join a high end Private Client-focused firm that genuinely values work/life balance. They are a friendly and supportive team, that has embraced hybrid working, so there is scope to work from home 2-3 days a week, if one wishes.
Trusts & Estates Senior 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 Trusts & Estates Senior Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Trusts & Estates Senior Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and current trends in trusts and estates. We want to see you shine when discussing estate planning and IHT strategies, so practice articulating your thoughts clearly and confidently.
✨Tip Number 3
Showcase your experience with real-life examples during interviews. Talk about specific projects you've managed or complex trust accounts you've prepared. This will help potential employers see how you can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm. Let’s get you that Trusts & Estates Senior Manager position!
We think you need these skills to ace Trusts & Estates Senior Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trusts & Estates Senior Manager role. Highlight your expertise in estate planning, IHT, and trust structuring to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about working with HNWIs and how you can contribute to our friendly team. Keep it concise but engaging!
Showcase Your Experience: When detailing your previous roles, focus on specific achievements related to trusts and estates. We love seeing how you've managed complex portfolios and delivered exceptional client service.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Stuff
Make sure you brush up on the latest trends in trusts and estates. Familiarise yourself with inheritance tax regulations and estate planning strategies. Being able to discuss these topics confidently will show that you're not just a candidate, but a knowledgeable professional ready to contribute.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your expertise in managing trusts and estates. Discuss any complex cases you've handled or innovative solutions you've implemented. This will help the interviewers see how your experience aligns with their needs.
✨Ask Insightful Questions
Come prepared with questions that demonstrate your interest in the firm and the role. Inquire about their approach to client relationships or how they support work/life balance. This shows that you’re genuinely interested in being part of their team and not just looking for any job.
✨Embrace the Culture
Since this firm values a friendly and supportive environment, be sure to convey your interpersonal skills and ability to work collaboratively. Share examples of how you've contributed to team dynamics in previous roles, as this will resonate well with their company culture.
