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For Companies At a Glance
- Tasks: Manage a portfolio of trusts, providing expert tax and planning advice.
- Company: Join a top-tier Private Client team near Tunbridge Wells, serving HNW clients.
- Benefits: Enjoy hybrid working with 2-3 days from home and competitive salary.
- Why this job: Work on high-end trusts without the London commute in a supportive environment.
- Qualifications: Experience in trusts and tax planning is essential for this senior role.
- Other info: Collaborate with experienced directors and partners in a growing team.
The predicted salary is between 58800 - 84000 £ per year.
Overview
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.
To find out more, please contact michaelhowells@howellsconsulting.co.uk or apply below. Ref 665
Responsibilities
- Oversee a portfolio of offshore and onshore trusts, including reviewing and preparing complex trust accounts and trust tax returns.
- Undertake ad hoc trust planning projects and advise on related personal tax issues.
- Manage third-party relationships and liaise with beneficiaries.
Working style and location
The team is embracing hybrid working and there is scope to work from home 2-3 days a week, if one wishes.
This is a super opportunity for someone to undertake high-end trusts work without trekking into London.
How to apply
Alternatively, simply apply below:
#J-18808-Ljbffr
Trusts & Tax Senior Manager - Kent employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
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 related to private client services, as this can help you connect with potential colleagues and gain insights into the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in trusts and tax planning. Being well-versed in current legislation will not only boost your confidence but also demonstrate your commitment to staying informed in this ever-evolving field.
✨Tip Number 3
Prepare to discuss your experience with managing complex trust accounts and tax returns during the interview. Highlight specific examples of how you've successfully navigated challenges in previous roles to showcase your expertise.
✨Tip Number 4
Research StudySmarter's approach to hybrid working and be ready to share how you would effectively manage your responsibilities in a flexible work environment. This shows that you're adaptable and ready to thrive in their setup.
We think you need these skills to ace Trusts & Tax Senior Manager - Kent
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Trusts & Tax Senior Manager position. Understand the key responsibilities, such as overseeing trust portfolios and managing tax returns, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with trusts and tax planning. Provide specific examples of past roles where you've managed similar responsibilities, particularly in high-net-worth environments.
Showcase Your Skills: Make sure to highlight skills that are crucial for this role, such as analytical thinking, attention to detail, and strong communication abilities. Mention any relevant qualifications or certifications that support your expertise in tax and trusts.
Personalise Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the opportunity to work with a high-quality Private Client team. Mention why you are interested in this specific role and how it aligns with your career goals.
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 issues.
✨Demonstrate Your Advisory Skills
Since the role involves providing holistic advice, think of examples where you've advised clients on trusts and tax planning. Highlight your ability to manage relationships with beneficiaries and third parties effectively.
✨Showcase Your Experience with Complex Accounts
Be ready to talk about your experience in reviewing and preparing complex trust accounts and tax returns. Discuss any challenges you've faced and how you overcame them, as this will demonstrate your problem-solving skills.
✨Embrace the Hybrid Working Model
As the team supports hybrid working, express your adaptability and willingness to work both in the office and remotely. Share any previous experiences that showcase your ability to thrive in a flexible work environment.