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- Tasks: Provide expert trust planning advice and manage client relationships for UHNW families.
- Company: Join a multi award-winning accountancy firm with a stellar reputation.
- Benefits: Competitive salary, career progression, and the chance to lead a talented team.
- Why this job: Make a real impact in a high-profile role while advancing your career.
- Qualifications: CTA and/or STEP qualified with strong trust taxation knowledge.
- Other info: Dynamic environment with excellent networking and business development opportunities.
The predicted salary is between 90000 - 110000 £ per year.
A rare opportunity for a senior Trusts and Tax professional to join the multi award-winning Private Client team of a high-profile accountancy firm. This is a strategic appointment working closely with some of London's most respected Private Client Tax Partners. The role is advisory focused and will involve a number of key elements:
- Provision of ad hoc trust planning advice (both on and offshore trusts), requiring strong trust taxation, structuring and accounting knowledge.
- Advising on succession-planning for UHNW multi-generational families.
- Acting as a key technical resource for IHT planning matters.
- Performing very much a client-facing relationship management role.
- Acting as the principal point of contact for trustees and third party advisors.
- Overseeing a team of experienced and qualified trusts professionals, their workload, profitability, development and training.
- Assisting partners with private client networking and business development initiatives.
The role would suit a CTA and/or STEP qualified Trusts & Tax Senior Manager seeking a new challenge and the opportunity to progress their career towards Director, within a firm where Private Client Services maintain an extremely high profile. Salary dependent on experience but likely to be in the region £90k-£110k p.a.
Trusts & IHT Associate Director – London employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & IHT Associate Director – London
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the Trusts and Tax field. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to people for informational chats. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential employers or networking contacts, make sure to highlight your experience with trust taxation and succession planning. Share specific examples of how you've helped clients in the past – this will set you apart from the competition.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like the high-profile accountancy firm mentioned in the job description. Express your interest in their Private Client team and ask if they have any upcoming opportunities.
✨Tip Number 4
Apply through our website! We’ve got a range of roles that could be perfect for you. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, we’re always looking for talented individuals to join our team, so don’t miss out!
We think you need these skills to ace Trusts & IHT Associate Director – London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts & IHT Associate Director role. Highlight your experience in trust taxation and client management, as these are key elements of the job. We want to see how your skills align with what we're looking for!
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 Private Client team. Share specific examples of your advisory work and how you've helped clients with succession planning or IHT matters.
Showcase Your Qualifications: If you're CTA and/or STEP qualified, make sure to prominently feature this in your application. We value these qualifications highly, so don’t be shy about showcasing them and any relevant training or development you've undertaken.
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 us you’re keen on joining our team!
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 both onshore and offshore trusts. Be prepared to discuss specific cases where you've provided trust planning advice, as this will showcase your expertise and confidence in the subject.
✨Showcase Your Client Management Skills
Since the role involves a lot of client-facing interactions, think of examples where you've successfully managed relationships with clients or third-party advisors. Highlight your communication skills and how you've built trust with clients in previous roles.
✨Demonstrate Leadership Experience
As you'll be overseeing a team, be ready to talk about your experience in managing and developing others. Share specific instances where you've led a team to success, focusing on how you supported their growth and improved profitability.
✨Be Ready for Business Development Discussions
This position requires involvement in networking and business development. Prepare to discuss your strategies for attracting new clients and how you've contributed to business growth in your past roles. Show enthusiasm for expanding the firm's reach in the Private Client sector.
