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- Tasks: Lead a dynamic Trusts team, managing compliance and delivering expert tax advice.
- Company: Join an award-winning Private Client firm with a collaborative culture.
- Benefits: Enjoy 25 days holiday, hybrid working, and health perks.
- Why this job: Make a real impact in a high-performing team with growth opportunities.
- Qualifications: CTA qualified preferred; strong attention to detail and teamwork skills required.
- Other info: Inclusive workplace valuing diversity and supporting individual journeys.
The predicted salary is between 36000 - 60000 £ 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’re 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 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
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to current employees at Sumer. Building relationships can open doors that a CV just can't.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with trust compliance and tax advice. Share specific examples of how you've made an impact in previous roles – it’ll help you stand out!
✨Prepare for the Interview
Do your homework on Sumer and the Trusts team. Understand their values and recent projects. This way, you can tailor your answers to show you're not just a good fit for the role, but also for the company culture.
✨Apply Through Our Website
Don’t forget to apply directly 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 joining our awesome team.
We think you need these skills to ace Trusts Senior Manager
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 excellent communication skills will benefit our team. Don’t forget to mention any relevant qualifications like CTA or STEP!
Showcase Your Leadership Skills: Since this is a hands-on leadership role, make sure to highlight your experience in training and mentoring junior team members. We want to see how you’ve successfully managed teams and delivered high-quality results under pressure.
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. Plus, we love seeing candidates who take that extra step!
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, estate accounts, and inheritance tax compliance. Familiarise yourself with the specific responsibilities of the role, such as preparing IHT returns and managing ten yearly charges. This will show that you're not just interested in the position but also understand the complexities involved.
✨Showcase Your Leadership Skills
As a Senior Manager, you'll be overseeing a team, so it's crucial to demonstrate your leadership abilities. Prepare examples of how you've trained or mentored junior team members in the past. Highlight any experiences where you've successfully managed workloads and ensured high-quality standards.
✨Be Ready for Technical Questions
Expect some technical questions related to trust compliance and tax advice during the interview. Brush up on relevant legislation and best practices. Being able to discuss these topics confidently will set you apart from other candidates and show that you're well-prepared for the role.
✨Emphasise Your Proactive Attitude
The job description mentions a proactive attitude as a key quality. Think of instances where you've taken the initiative to improve processes or solve problems in previous roles. Sharing these examples will demonstrate that you can contribute positively to the team's success.
