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- Tasks: Manage a portfolio of trusts and provide expert tax advice to clients.
- Company: Leading provider of private client tax and trusts advice for UHNWIs.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Why this job: Join a supportive team and make a real impact in trust management.
- Qualifications: STEP qualified with experience in trust taxation and estate planning.
- Other info: Dynamic environment with clear pathways to Senior Manager and Director roles.
The predicted salary is between 65000 - 75000 £ per year.
Our client is independently recognised as a leading provider of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and are keen to appoint an additional Tax & Trusts adviser at Manager level.
The role will involve taking responsibility for a portfolio of onshore and offshore trusts, acting as the client's primary point of contact. You'll work closely with Directors and Partners on ad hoc trust advisory projects, as well as reviewing trust accounts and returns prepared by junior staff. You'll oversee day to day trust management, liaising with clients, trustees and third-party advisers.
The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, trust accountants, IHT and estate planning. They will be looking for a modern, supportive environment in which to develop their career towards Senior Manager and Director grades.
Salary will be dependent on grade and experience but within the band £65,000-£75,000 + bens. The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes.
Trusts & Tax Manager – London employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Tax Manager – London
✨Tip Number 1
Network like a pro! Reach out to your connections in the trusts and tax sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your experience with trust taxation and estate planning. Bring it along to interviews or share it during networking chats to demonstrate your skills and knowledge.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses. Focus on articulating your experience with managing trusts and liaising with clients, as these are key aspects of the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Trusts & Tax Manager role. Plus, applying directly can sometimes give you an edge over other candidates. Don’t miss out!
We think you need these skills to ace Trusts & Tax Manager – London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts & Tax Manager role. Highlight your experience with onshore and offshore trusts, and any relevant qualifications like STEP or CTA. We want to see how your background fits perfectly 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 passionate about trust taxation and how you can contribute to our growing team. Keep it engaging and personal – we love getting to know the real you!
Showcase Your Experience: In your application, be sure to showcase your experience in managing trust accounts and liaising with clients. We’re keen to see examples of your past work and how you've successfully handled similar responsibilities.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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 trust taxation, IHT, and estate planning. Be prepared to discuss specific cases or scenarios where you've successfully advised clients. This will show that you not only understand the theory but can apply it in practice.
✨Showcase Your Client Management Skills
As you'll be the primary point of contact for clients, it's crucial to demonstrate your ability to manage relationships effectively. Think of examples where you've successfully liaised with clients, trustees, or third-party advisers, and be ready to share these during the interview.
✨Highlight Your Teamwork Experience
You'll be working closely with Directors and Partners, so it's important to showcase your collaborative skills. Prepare to discuss how you've worked in teams before, particularly in advisory projects, and how you contributed to achieving successful outcomes.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the firm's approach to trust management and their vision for the Trusts team. This shows your genuine interest in the role and helps you assess if the firm’s culture aligns with your career goals.
