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- Tasks: Manage accounting and tax affairs for UK resident trusts while mentoring apprentices.
- Company: Join a prestigious Trust Team at Insite Group in the heart of London.
- Benefits: Hybrid working, professional development, and competitive salary based on skills.
- Why this job: Make a real impact in trust management and develop your career in a supportive environment.
- Qualifications: 2-3 years experience in private client work; ACCA, CTA, or STEP qualification preferred.
- Other info: Dynamic role with opportunities to work on diverse trust matters and grow your expertise.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Join my client's prestigious Trust Team as a key member, where you'll be responsible for the accounting, administration, and tax affairs of UK resident trusts. This position offers varied, high-quality work with excellent opportunities for professional development, including potential involvement with non-UK resident trusts, deceased estates, and personal tax matters.
Key Responsibilities:
- Complete selfâassessment tax returns for family trusts
- Maintain dayâtoâday trust record keeping and support trust administration
- Calculate tax liabilities and provide guidance on selfâassessment payments
- Manage correspondence with clients, beneficiaries, and HMRC
- Take ownership of your own portfolio of clients for annual compliance work
- Assist managers with routine trust planning, including loss utilisation and beneficiary distributions
- Mentor and train apprentices, contributing to team development
- Handle charitable trust work (experience advantageous)
The Individual:
- 2â3 years minimum experience in private client department (accountancy or legal practice)
- Qualified or studying towards ACCA, CTA, or STEP
- Working knowledge of CCH Trust Accounts and CCH Personal Tax preferred (full training provided)
- Excellent IT skills with adaptability to digital transformation
- Strong attention to detail and commitment to producing reliable, highâstandard work
- Excellent organisational skills with accurate timesheet recording
- Proactive approach with initiative to identify and resolve potential issues
- Motivated, resilient, and positive outlook with eagerness to learn and develop
Employment type: Fullâtime
Job function: Accounting/Auditing
Trust Senior in London employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Trust Senior in London
â¨Tip Number 1
Network like a pro! Reach out to your connections in the accounting and tax sectors. Attend industry events or webinars, and donât be shy about introducing yourself. You never know who might have the inside scoop on job openings!
â¨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their work in trusts and tax affairs. This will help you tailor your answers and show that you're genuinely interested in joining their team.
â¨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your experience with self-assessment tax returns and trust administration. The more you practice, the more confident you'll feel when itâs time to shine!
â¨Tip Number 4
Donât forget to apply through our website! Itâs a great way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trust Senior in London
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your relevant experience in private client departments and any qualifications like ACCA or CTA that you have or are working towards.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Trust Senior role. Mention specific experiences that relate to trust administration and tax affairs, and show your enthusiasm for joining our team.
Showcase Your Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. A well-organised application reflects your commitment to producing high-standard work, which is exactly what weâre looking for!
Apply Through Our Website: We encourage you to apply directly through our website. Itâs the best way to ensure your application gets into the right hands and shows us youâre serious about joining our prestigious Trust Team!
How to prepare for a job interview at Insite Group
â¨Know Your Trusts
Make sure you brush up on your knowledge of UK resident trusts and the specific responsibilities outlined in the job description. Familiarise yourself with self-assessment tax returns and trust administration, as these will likely come up during the interview.
â¨Showcase Your Experience
Be ready to discuss your previous experience in a private client department. Highlight any relevant projects or tasks you've handled, especially those involving tax liabilities or client correspondence. This will demonstrate your capability and fit for the role.
â¨Prepare Questions
Think of insightful questions to ask about the team dynamics, the types of trusts you'll be working with, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
â¨Exhibit Your Proactive Nature
During the interview, share examples of how you've taken initiative in past roles. Whether itâs resolving issues or mentoring others, showcasing your proactive approach will resonate well with the interviewers and align with their expectations for the position.
