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- Tasks: Manage a portfolio of trust clients and prepare annual accounts and tax returns.
- Company: Reputable Chartered Accountants firm in Bradford with a focus on client relationships.
- Benefits: Flexible working hours, part-time or full-time options, and a supportive work environment.
- Other info: Opportunity to provide essential advisory services and grow your career.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Experience in tax and trust accounts, and proficiency in CCH software.
The predicted salary is between 40000 - 50000 £ per year.
A firm of Chartered Accountants in Bradford is looking for a Trust Manager to manage a portfolio of trust clients, involving the preparation of annual accounts and tax returns. The role offers flexible working arrangements, part-time or full-time.
Candidates should have experience in tax and trust accounts and proficiency in CCH software. This position involves liaising with clients and various financial institutions, providing essential advisory services to clients.
Trusts & Estates Manager - Flexible Hours, Tax & Accounts employer: IPS Finance
Contact Detail:
IPS Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Estates Manager - Flexible Hours, Tax & Accounts
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting and finance world. Attend industry events or join online forums where you can meet potential employers or colleagues who might know of openings.
✨Tip Number 2
Show off your skills! If you’ve got experience with CCH software, make sure to highlight that in conversations. Be ready to discuss how you've used it in past roles to manage trust accounts and prepare tax returns.
✨Tip Number 3
Practice your pitch! When you get the chance to chat with a potential employer, have a quick summary of your experience and what you can bring to the Trusts & Estates Manager role ready to go. Keep it concise but impactful!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that perfect job. Plus, applying directly shows your enthusiasm and commitment to the role.
We think you need these skills to ace Trusts & Estates Manager - Flexible Hours, Tax & Accounts
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in tax and trust accounts. We want to see how your skills match the role, so don’t be shy about showcasing your proficiency with CCH software!
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 Trusts & Estates Manager role. Share specific examples of your past work that relate to managing trust clients and providing advisory services.
Showcase Your Communication Skills: Since this role involves liaising with clients and financial institutions, make sure to highlight your communication skills in your application. We love candidates who can convey complex information clearly and effectively!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest 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 IPS Finance
✨Know Your Trusts & Estates
Make sure you brush up on your knowledge of trusts and estates, especially the specifics of tax and accounts. Familiarise yourself with common challenges clients face and how you can provide solutions. This will show your potential employer that you're not just knowledgeable but also proactive.
✨CCH Software Savvy
Since proficiency in CCH software is a must, take some time to practice using it if you haven't already. Be prepared to discuss your experience with the software during the interview, and maybe even share examples of how you've used it to streamline processes or improve client outcomes.
✨Client Liaison Skills
This role involves liaising with clients and financial institutions, so be ready to demonstrate your communication skills. Think of examples where you've successfully managed client relationships or resolved conflicts. Highlighting your ability to build rapport will set you apart.
✨Flexibility is Key
With flexible working arrangements on offer, be clear about your availability and how you can adapt to the firm's needs. Show enthusiasm for the flexibility and how it aligns with your work-life balance, as this will resonate well with the hiring team.