At a Glance
- Tasks: Manage a portfolio of trusts and estates, reviewing accounts and returns.
- Company: Leading firm in private client tax and trusts advice for UHNWIs.
- Benefits: Hybrid working, career development opportunities, and a supportive environment.
- Other info: Opportunity to progress towards Senior Manager and Director roles.
- Why this job: Join a growing team and make a real impact in trust taxation and estate planning.
- Qualifications: STEP qualified with experience in trust taxation and estate planning.
The predicted salary is between 60000 - 80000 € per year.
Join a firm that 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 they are keen to appoint an additional Trusts & Tax adviser at Manager level.
The role will involve taking responsibility for a portfolio of trusts and estates, acting as the primary point of contact. You'll undertake the review of trust accounts and trust returns prepared by junior staff, prepare more complex returns and work closely with Directors and Partners on ad hoc trust structuring projects.
The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, 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.
The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes.
Trust & Tax Manager, High-Profile Team employer: Howells Consulting Ltd
Join a prestigious firm that is renowned for its expertise in private client tax and trusts advice, offering a modern and supportive work culture that prioritises employee growth. With the flexibility of hybrid working arrangements, you will have the opportunity to develop your career within a high-profile team, working closely with experienced Directors and Partners on complex trust structuring projects. This role not only provides a pathway to senior management positions but also fosters a collaborative environment where your contributions are valued.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Tax Manager, High-Profile Team
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who are already working in trusts and tax. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss trust taxation, IHT, and estate planning. We want you to shine when they ask about your experience!
✨Tip Number 3
Showcase your soft skills! Being a Trust & Tax Manager isn’t just about numbers; it’s about communication too. Be ready to demonstrate how you’ve effectively managed client relationships and collaborated with teams.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about making the process as smooth as possible for you.
We think you need these skills to ace Trust & Tax Manager, High-Profile Team
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Trust & Tax Manager role. Highlight your expertise in trust taxation, IHT, and estate planning 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 UHNWIs and how you can contribute to our growing Trusts team. Keep it engaging and personal.
Showcase Your Qualifications:If you're STEP qualified or have CTA qualifications, make them stand out! We love seeing candidates who are committed to their professional development and ready to take on new challenges.
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 any important updates from us!
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 trust taxation, IHT, and estate planning. Be prepared to discuss specific cases or scenarios where you've successfully advised clients, as this will demonstrate your expertise and confidence in the field.
✨Showcase Your Teamwork Skills
Since you'll be working closely with Directors and Partners, it's crucial to highlight your ability to collaborate effectively. Prepare examples of how you've worked in a team setting, especially in managing portfolios or projects, to show that you're a team player who can thrive in a supportive environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to trust structuring projects and their vision for the Trusts team. This not only shows your genuine interest in the role but also gives you a chance to assess if the firm aligns with your career goals.
✨Embrace the Hybrid Working Model
Familiarise yourself with the benefits of hybrid working and be ready to discuss how you can maintain productivity while working from home. Highlight any previous experience you have with remote work to reassure them that you can adapt to this flexible environment.
