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- Tasks: Manage trusts, prepare accounts and tax returns while liaising with clients.
- Company: High-end Private Client firm in central London with a focus on HNW/UHNW families.
- Benefits: Hybrid working, competitive salary, and support for professional qualifications.
- Why this job: Join a supportive team that values career progression and client relationships.
- Qualifications: Experience in trust management and strong client-facing skills.
- Other info: Opportunity to work from home 2-3 days a week and excellent growth potential.
The predicted salary is between 40000 - 50000 £ per year.
We are currently handling a super Trust & Tax Senior role for a high-end Private Client team in central London (with hybrid working). The position would suit an experienced Trust Senior looking to join a private client-focused firm that advises HNW/UHNW families and their personal wealth.
The incoming individual will manage a portfolio of trusts, their administration, accounts and tax return preparation. They will also liaise with third parties and play a very much client-facing role.
Full support will be provided with the STEP qualification if required. The team has a strong track record of developing its advisers and will support progression towards AM and Manager grades.
The firm is embracing hybrid working and offers the opportunity to work from home 2-3 days a week, if one wishes. Salary dependent on experience but likely to be c.£40k-£50k + benefits.
Trusts & Tax Senior – 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 Senior – 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
Prepare for those interviews! Research the firm’s values and recent projects. Be ready to discuss how your experience with HNW/UHNW families aligns with their needs. Show them you’re not just another candidate, but the perfect fit for their team.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the best choice for the Trusts & Tax Senior position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be your next big break. Keep an eye on our listings and make sure your application stands out by tailoring it to each role.
We think you need these skills to ace Trusts & Tax Senior – London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts & Tax Senior role. Highlight your experience with HNW/UHNW clients and any relevant qualifications. We want to see how your skills match 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 working in private client services and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Client-Facing Skills: Since this role involves liaising with clients and third parties, make sure to highlight your communication and interpersonal skills. Share examples of how you've successfully managed client relationships in the past.
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 and Tax Inside Out
Make sure you brush up on your knowledge of trusts and tax regulations, especially those relevant to high-net-worth and ultra-high-net-worth clients. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in the field.
✨Showcase Your Client-Facing Skills
Since this role is client-facing, think about examples where you've successfully managed client relationships. Highlight your communication skills and how you've navigated complex situations with clients, as this will demonstrate your ability to thrive in a private client-focused environment.
✨Embrace the Hybrid Working Model
Familiarise yourself with the concept of hybrid working and be ready to discuss how you can effectively manage your time and responsibilities while working both in the office and from home. This shows that you're adaptable and ready to embrace the firm's flexible working culture.
✨Express Your Career Aspirations
The firm values progression, so don’t hesitate to share your career goals during the interview. Talk about your interest in obtaining the STEP qualification and your desire to move towards Assistant Manager or Manager roles. This demonstrates your commitment to professional development and aligns with the firm's supportive culture.
