At a Glance
- Tasks: Oversee compliance and reporting for trusts, mentor junior staff, and deliver tax advice.
- Company: Leading private client firm in Greater London with a strong reputation.
- Benefits: Hybrid working, life assurance, enhanced family packages, and more.
- Why this job: Join a dynamic team and make a real impact in trust management.
- Qualifications: CTA qualified with strong attention to detail and communication skills.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 48000 - 72000 £ per year.
A leading private client firm in Greater London is seeking a Senior Manager for the Trusts team. This role involves overseeing compliance and reporting for over 500 trusts and estates, training and mentoring junior staff, and delivering complex tax advice.
The ideal candidate will be CTA qualified, with strong attention to detail and excellent communication skills.
The position offers a hybrid working policy and various benefits including life assurance and enhanced family packages.
Senior Trusts Manager: Lead Compliance & Tax Advisory 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 Senior Trusts Manager: Lead Compliance & Tax Advisory
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. Sometimes, a friendly chat can lead to a hidden job opening that’s not even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to compliance and tax advisory. We recommend role-playing with a friend or using online resources to get comfortable discussing your expertise and experiences.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, bring along examples of your work or case studies that highlight your attention to detail and problem-solving abilities in tax matters.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Trusts Manager: Lead Compliance & Tax Advisory
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Senior Trusts Manager role. Highlight your CTA qualification and any relevant experience in compliance and tax advisory to grab our attention!
Show Off Your Communication Skills: Since excellent communication is key for this role, don’t shy away from showcasing your ability to convey complex information clearly. Use examples in your application that demonstrate how you've effectively communicated with clients or mentored junior staff.
Be Detail-Oriented: Attention to detail is crucial in overseeing compliance for trusts and estates. Make sure your application is free of typos and errors, and consider including a brief example of how your meticulous nature has benefited your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
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 trusts and estates, especially the compliance and reporting aspects. Familiarise yourself with the specific regulations and tax implications that affect over 500 trusts, as this will show your expertise and readiness for the role.
✨Showcase Your Mentoring Skills
Since the role involves training and mentoring junior staff, be prepared to discuss your previous experiences in this area. Think of specific examples where you've successfully guided others, and how you can bring that same energy to the team.
✨Communicate Clearly and Confidently
Excellent communication skills are a must for this position. Practice articulating complex tax advice in a straightforward manner. You might even want to prepare a few scenarios where you had to simplify complicated information for clients or colleagues.
✨Embrace the Hybrid Working Model
With a hybrid working policy in place, be ready to discuss how you manage your time and productivity in both remote and office settings. Share any strategies you have for staying organised and connected with your team, as this will demonstrate your adaptability.