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- Tasks: Manage offshore and onshore trusts, prepare complex accounts, and provide tax planning advice.
- Company: Join a high-quality Private Client team near Tunbridge Wells, serving HNW clients.
- Benefits: Enjoy hybrid working with 2-3 days from home and competitive salary of £70k-£80k.
- Why this job: Work on high-end trusts without the London commute in a supportive, growing team.
- Qualifications: Experience in trusts and tax planning is essential; strong analytical skills are a plus.
- Other info: Contact michaelhowells@howellsconsulting.co.uk for more details or apply directly.
The predicted salary is between 58800 - 84000 £ per year.
We are working closely with a high quality Private Client team, that advises an impressive HNW UK and international client base from offices near Tunbridge Wells. They are busy, growing and keen to appoint an additional Trusts & Tax adviser at Senior Manager level (c.£70k-£80k dependent on experience).
The incoming individual will work closely with highly experienced directors and partners, providing holistic tax and trusts planning advice. The role will involve overseeing a portfolio of offshore and onshore trusts. This will include reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and advising on related personal tax issues, managing third-party relationships and liaising with beneficiaries.
It is a super opportunity for someone to undertake high-end trusts work without trekking into London. The team is embracing hybrid working and there is scope to work from home 2-3 days a week, if one wishes.
Trusts & Tax Senior Manager - Kent employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
michaelhowells@howellsconsulting.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Tax Senior Manager - Kent
✨Tip Number 1
Network with professionals in the trusts and tax sector. Attend local events or webinars where you can meet people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in trusts and tax planning. Being knowledgeable about current issues will not only boost your confidence but also impress the interviewers when discussing relevant topics.
✨Tip Number 3
Prepare to discuss specific examples of your experience with offshore and onshore trusts. Think about complex cases you've handled and be ready to explain your approach and the outcomes, as this will demonstrate your expertise.
✨Tip Number 4
Show enthusiasm for the hybrid working model they offer. Be prepared to discuss how you manage your time effectively while working from home, as this will highlight your adaptability and commitment to maintaining productivity.
We think you need these skills to ace Trusts & Tax Senior Manager - Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trusts and tax advisory roles. Emphasise your ability to manage complex trust accounts and tax returns, as well as any experience with high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your expertise in trust planning and personal tax issues, and how you can contribute to their growing team.
Showcase Your Soft Skills: Highlight your interpersonal skills, especially your ability to manage third-party relationships and liaise with beneficiaries. This is crucial for a role that involves advising clients and working closely with directors and partners.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is vital in the trusts and tax sector.
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Trusts and Tax Fundamentals
Make sure you brush up on your knowledge of trusts and tax regulations, especially those relevant to high-net-worth individuals. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax planning or trust management.
✨Demonstrate Your Client Management Skills
Since the role involves managing third-party relationships and liaising with beneficiaries, be ready to share examples of how you've effectively communicated and built rapport with clients in previous roles. Highlight any experience you have in handling sensitive situations.
✨Showcase Your Team Collaboration Experience
This position requires working closely with directors and partners. Prepare to discuss how you've collaborated with senior colleagues in the past, particularly in delivering holistic advice and managing projects. Emphasise your ability to work within a team while also taking initiative.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to trusts and tax planning, as well as their hybrid working model. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
