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- Tasks: Lead a dynamic Trusts team, managing compliance and delivering expert tax advice.
- Company: Join a large, award-winning Private Client firm with a collaborative culture.
- Benefits: Enjoy 25 days holiday, hybrid working, health plans, and more perks.
- Why this job: Make a real impact in a high-performing team while advancing your career.
- Qualifications: CTA qualified preferred; strong attention to detail and teamwork skills required.
- Other info: Inclusive workplace committed to diversity and personal growth.
The predicted salary is between 48000 - 84000 £ per year.
The Trusts team is a busy department of the firm within a large Private Client team dealing with a variety of trust work including preparing trust and estate accounts, trust and estate tax returns, and reporting inheritance tax events for over 500 trusts and estates. We are looking for a Senior Manager to oversee and run the Trusts team and work together with the Private Client Partners delivering complex tax advice. In this role, you will oversee the management and delivery of all trust compliance and reporting work, ensuring deadlines are met and high-quality standards are maintained. This is a hands-on leadership role offering the opportunity to make a significant impact within a busy and high-performing team, with the opportunity for progression within a large and award-winning Private Client team.
Responsibilities
- Monitoring all trusts to ensure the IHT compliance is actioned promptly, including ten yearly charges, exit charges and chargeable lifetime transfers
- Preparation of IHT returns for trusts and lifetime transfers
- Preparation of annual trust accounts for UK and offshore trusts, including charitable trusts
- Reviewing work prepared by more junior team members
- Training, supervising and mentoring junior team members, including annual appraisals
- Ensuring the department workload is accurately scheduled and managed over the course of a compliance season
- Delivering technical trust support and advice to colleagues and Partners
- Working with the Private Client Partners to identify ways to modernise and improve existing practices
- Represent the firm within the existing Sumer group for Trusts expertise
Skills, Knowledge & Expertise
The successful candidate should ideally be CTA qualified and although not essential, STEP qualified and an understanding of Trust accounting would be advantageous. You should demonstrate the following qualities:
- Excellent attention to detail
- A proactive attitude
- The ability to work successfully in a team
- The ability to work under pressure where necessary
- Excellent communication skills
- Excellent organisational skills
The ideal candidate should possess strong experience in the areas shown above.
Job Benefits
- 25 days holiday on commencement + bank holidays (some of which are flexible)
- Buying and Selling Holiday Scheme
- Hybrid working policy – at least 2 days in the office a week, with a core hours system in place
- Life Assurance 4x annual salary
- Income protection
- PHI (Permanent Health Insurance)
- Health Cash Plan
- Enhanced maternity and paternity packages
- Season Ticket Loan (after qualifying period)
- Discounted Gym Membership
- Discounted Tastecard
- Perkbox Membership
- Pension Scheme
- Cycle voucher scheme
At Sumer, we know everyone's journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know. Our values represent what matters most to us and guide how we work every day: We Shine Together, We Do the Right Thing, We Make It Count. We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
Trusts Senior Manager in London employer: HW Fisher, part of the Sumer Group
Contact Detail:
HW Fisher, part of the Sumer Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Senior Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Trusts Senior Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of trust compliance. Be ready to discuss how you can lead a team effectively and improve existing practices. Show them you’re not just a fit for the role, but the perfect match!
✨Tip Number 3
Don’t forget to showcase your leadership skills! Talk about your experience in training and mentoring junior team members. Highlighting your ability to manage workloads and meet deadlines will definitely catch their attention.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of our award-winning Private Client team. Let’s make it happen!
We think you need these skills to ace Trusts Senior Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in trust compliance, tax returns, and team leadership to show us you’re the perfect fit for the Trusts Senior Manager role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about trust work and how your proactive attitude and attention to detail will benefit our team. Don’t forget to mention any relevant qualifications like CTA or STEP!
Showcase Your Team Spirit: We value collaboration, so make sure to highlight your experience in training and mentoring junior team members. Share examples of how you've worked successfully in a team and contributed to a positive work environment.
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 don’t miss out on any important updates during the hiring process. We can’t wait to hear from you!
How to prepare for a job interview at HW Fisher, part of the Sumer Group
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust compliance, inheritance tax, and the specific responsibilities outlined in the job description. Being able to discuss these topics confidently will show that you're not just familiar with the basics but are ready to take on the complexities of the role.
✨Showcase Your Leadership Skills
As a Senior Manager, you'll be expected to lead and mentor junior team members. Prepare examples from your past experiences where you've successfully trained or supervised others. Highlighting your leadership style and how you foster teamwork will resonate well with the interviewers.
✨Demonstrate Your Problem-Solving Abilities
Think of scenarios where you've had to modernise practices or improve processes in your previous roles. Be ready to discuss how you approached these challenges and the outcomes. This will illustrate your proactive attitude and ability to drive change within a team.
✨Prepare Questions That Matter
Interviews are a two-way street, so come prepared with insightful questions about the Trusts team and the firm's future direction. Asking about their approach to modernising practices or how they support professional development shows your genuine interest in the role and the company culture.
