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- Tasks: Manage a portfolio of offshore and onshore trusts, providing expert advice.
- Company: Join a top-tier accountancy firm known for its private client tax and trusts expertise.
- Benefits: Enjoy hybrid working with 2-3 days from home and a supportive team culture.
- Why this job: Grow your career in a modern environment with opportunities for advancement to Senior Manager and Director.
- Qualifications: STEP qualified with experience in trust taxation, IHT, and estate planning required.
- Other info: Collaborate closely with Directors and Partners on strategic trust structuring.
The predicted salary is between 43200 - 72000 £ per year.
An opportunity to join the award-winning Private Client team of a high-profile accountancy firm. Our client is recognised as one of London’s premier providers of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and is keen to appoint an additional Tax & Trusts adviser at Manager level.
The role will involve taking responsibility for a portfolio of offshore and onshore trusts, acting as their primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts. In addition, you will oversee the preparation and review of trust accounts and trust returns by junior staff.
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 - Leading London Team employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Manager - Leading London Team
✨Tip Number 1
Network with professionals in the trust and tax sector. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Stay updated on the latest trends and changes in trust taxation and estate planning. Follow relevant blogs, podcasts, or publications to demonstrate your knowledge during interviews and discussions with potential colleagues.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your expertise in managing trusts and advising on IHT planning. This will showcase your practical skills and problem-solving abilities.
✨Tip Number 4
Familiarise yourself with the firm's values and recent achievements. Tailor your conversations to reflect how your personal values align with theirs, showing that you're not just a fit for the role but also for the company culture.
We think you need these skills to ace Trust & Tax Manager - Leading London Team
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in trust taxation, IHT planning, and estate/succession advice. Use specific examples that demonstrate your expertise and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you are interested in joining this particular firm and how you align with their values and goals.
Highlight Your Qualifications: Clearly state your STEP qualification and any other relevant certifications like CTA. Emphasise how these qualifications make you a strong candidate for the Trust & Tax Manager position.
Showcase Leadership Skills: Since the role involves overseeing junior staff, include examples of your leadership experience. Discuss how you've mentored or guided others in previous roles, particularly in relation to trust accounts and returns.
How to prepare for a job interview at Howells Consulting Ltd
✨Showcase Your Expertise
Make sure to highlight your qualifications, especially if you're STEP or CTA qualified. Discuss your experience with trust taxation and IHT planning in detail, as this will demonstrate your suitability for the role.
✨Prepare for Technical Questions
Expect questions related to trust structuring and estate planning. Brush up on recent changes in tax legislation and be ready to discuss how these might impact clients, showcasing your knowledge and analytical skills.
✨Demonstrate Leadership Skills
Since you'll be overseeing junior staff, be prepared to talk about your leadership style. Share examples of how you've mentored others or managed projects, as this will show your capability to take on a managerial role.
✨Emphasise Adaptability
With the firm embracing hybrid working, express your flexibility and willingness to adapt to different working environments. Discuss any previous experiences you have had with remote work and how you maintained productivity.
