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- Tasks: Join a dynamic Trusts & Estates team, advising clients on compliance and planning projects.
- Company: Respected London Private Client Tax practice with a thriving culture.
- Benefits: Competitive salary up to £100k, hybrid working, and career progression opportunities.
- Other info: Opportunity to progress to Director grade in a prominent team.
- Why this job: Make a real impact as a trusted adviser in a key role within the team.
- Qualifications: Extensive trusts and tax experience; STEP or ATT/CTA/ACA qualifications valued.
The predicted salary is between 90000 - 100000 £ per year.
An opportunity to join a thriving, growing Trusts & Estates team that forms a key part of a respected London Private Client Tax practice. You’ll join a team of experienced trusts advisers and work closely with a specialist Trusts Partner, on a range of trust and estates compliance and planning projects.
You’ll perform a client and third-party facing role, as a key trusted adviser, as well as helping with developing the junior advisers in the team. You’ll need extensive trusts and tax experience, including the preparation and review of trust and estate returns and accounts. You’ll also work alongside experienced Partners, assisting with ad hoc trust planning and structuring projects. Strong technical knowledge of trusts taxation is also important.
The STEP and or ATT/CTA/ACA qualifications would be valued, but our client is happy to look at talented advisers who are qualified by experience. Scope exists to progress to Director grade in one of London’s prominent Trusts & Estates teams.
Based in the City, the role offers hybrid working 2-3 days a week. Salary dependent on experience but up to £100k + benefits.
Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.
Trusts & Estates Senior Manager, To 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, To
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the Trusts & Estates field. Attend industry events, join relevant LinkedIn groups, and don’t be shy to reach out for informational chats. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to meet potential employers or colleagues, make sure to highlight your extensive trusts and tax experience. Share specific examples of projects you've worked on, especially those involving compliance and planning. This will help you stand out as a key trusted adviser.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great way to reinforce your interest in joining their team.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities that could be perfect for you. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, it’s a great way to show your commitment to joining our thriving Trusts & Estates team!
We think you need these skills to ace Trusts & Estates Senior Manager, To
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Trusts & Estates role. Highlight your extensive trusts and tax experience, and don’t forget to mention any relevant qualifications like STEP or ATT/CTA/ACA.
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. Talk about your experience with trust and estate compliance and planning projects, and how you can contribute to developing junior advisers.
Showcase Your Technical Knowledge: We’re looking for strong technical knowledge of trusts taxation, so make sure to include examples of your expertise in this area. Whether it’s preparing returns or working on ad hoc planning projects, let us know what you’ve done!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our thriving Trusts & Estates team.
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Trusts and Estates Inside Out
Make sure you brush up on your technical knowledge of trusts taxation. Be prepared to discuss specific cases or scenarios where you've applied your expertise. This will show that you’re not just familiar with the theory but can also apply it in practice.
✨Showcase Your Client-Facing Skills
Since this role involves a client and third-party facing position, think of examples where you've successfully managed client relationships. Highlight your communication skills and how you’ve built trust with clients in previous roles.
✨Prepare for Team Dynamics
You’ll be working closely with junior advisers and experienced Partners, so be ready to discuss your experience in mentoring or developing others. Share specific instances where you’ve helped colleagues grow or contributed to team success.
✨Ask Insightful Questions
Prepare thoughtful questions about the team’s current projects or challenges they face in the Trusts & Estates sector. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.