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For Companies At a Glance
- Tasks: Manage client relationships and provide expert advice on trusts and estates.
- Company: Leading Private Client law firm with a thriving team.
- Benefits: Competitive salary, hybrid working, and professional development opportunities.
- Why this job: Join a growing team and make a real impact in trust management.
- Qualifications: STEP qualified with tax/accounting qualifications and strong communication skills.
- Other info: Exciting career progression in a dynamic legal environment.
The predicted salary is between 85000 - 95000 £ per year.
Overview
We are working closely with a leading Private Client law firm, who are keen to appoint a Senior Manager level adviser to their Trusts & Estates team.
The incoming individual may already be a Senior Manager seeking a new challenge in a thriving, growing team. Alternatively, they could be a talented Manager looking to step up to SM grade. Either way, they are likely to be STEP qualified and hold a tax and/or accounting qualification.
Responsibilities
- Performing a key client relationship management role as a senior member of the team.
- Serving as the primary point of contact for trustees, beneficiaries and intermediaries.
- Offering written advice to trustees regarding the financial, tax, and trust law status of trusts under management.
- Managing the annual trust accounts and tax return compliance cycle.
- Overseeing CGT, IHT and income tax reporting and ad hoc planning.
- Advising offshore trustees with UK resident beneficiaries.
- Overseeing the preparation of IHT returns for 10-year and exit charges.
- Overseeing trust administration, including payments to beneficiaries, coordination with investment managers, investment monitoring, and trustee act policy statements.
- Managing registrations under the trust registration service and AEOI reporting.
Qualifications
- Likely STEP qualified and hold a tax and/or accounting qualification.
- Excellent communication and relationship management skills; deep understanding of the taxation of trusts.
Salary and Benefits
Salary will be dependent on experience but is likely to be £85k – £95k + bens. Hybrid working is also on offer.
How to apply
To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 708. Alternatively, simply apply below.
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Trusts & Estates Senior Manager - Law Firm employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Estates Senior Manager - Law Firm
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who are already in trusts and estates. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss tax implications and trust law. We want you to shine as the expert they need!
✨Tip Number 3
Showcase your relationship management skills during interviews. Share examples of how you've successfully managed client relationships in the past. This is key for a Senior Manager role!
✨Tip Number 4
Don't forget to apply through our website! It’s the easiest way to get your application noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Trusts & Estates Senior Manager - Law Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Trusts & Estates Senior Manager role. Highlight your STEP qualification and any relevant tax or accounting qualifications to catch our eye!
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 team. Mention specific experiences that relate to client relationship management and trust law to show us what you bring to the table.
Showcase Your Communication Skills: Since this role involves advising trustees and managing relationships, make sure your application demonstrates your excellent communication skills. Use clear and concise language to convey your points effectively.
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 out on any important updates from us!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, estates, and tax law. Familiarise yourself with the latest regulations and common practices in the field. This will not only help you answer technical questions but also show your passion for the role.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your client relationship management skills and your ability to handle complex trust matters. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Ask Insightful Questions
Think of thoughtful questions to ask your interviewers about their team dynamics, challenges they face, or their approach to client management. This demonstrates your genuine interest in the firm and helps you assess if it’s the right fit for you.
✨Practice Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend or mentor to get comfortable discussing your qualifications and experiences.
