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- Tasks: Advise trustees on managing trust assets and prepare accounts and tax returns.
- Company: Join a leading International Law Practice with a focus on Private Client services.
- Benefits: Enjoy a competitive salary and flexible working in Bristol 2-3 days a week.
- Why this job: Be part of a growing team that makes a real impact in trust management.
- Qualifications: Previous trust management experience and relevant accountancy qualifications are essential.
- Other info: This role does not offer sponsorship; UK work rights required.
The predicted salary is between 48000 - 72000 £ per year.
Location: Bristol (2-3 days per week)
Salary: £60,000 - £80,000
Lutine Bell are supporting an International Law Practice to appoint a Trust Manager into their expanding Private Client team. The Trust Management team advises trustees on administering all types of trusts, working closely with our probate, succession planning, and Wills teams.
Responsibilities:
- You will advise trustees on managing trust assets and prepare annual accounts and tax returns, along with advising on wider tax matters including inheritance tax calculations and returns, changes of trustees and the appropriate provision of information to beneficiaries.
- You will take ownership of your work and manage tasks independently.
Requirements:
- Relevant previous trust management and accountancy experience
- Experience using tax software
- Ideally, you will have a relevant accountancy qualification for example, ATT, CTA or STEP qualified.
- Right to work in the UK (Sponsorship Not Available)
Trust Manager - Tax employer: Lutine Bell
Contact Detail:
Lutine Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager - Tax
✨Tip Number 1
Network with professionals in the trust management and tax sectors. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 2
Stay updated on the latest tax regulations and trust management practices. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to advise clients effectively.
✨Tip Number 3
Consider reaching out to current Trust Managers or professionals in similar roles for informational interviews. They can provide valuable insights into the day-to-day responsibilities and expectations, which can help you tailor your approach.
✨Tip Number 4
Familiarise yourself with the specific software tools used in trust management and tax preparation. Highlighting your proficiency in these tools during discussions can set you apart from other candidates.
We think you need these skills to ace Trust Manager - Tax
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust management and accountancy. Emphasise any qualifications like ATT, CTA, or STEP that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of trust management and tax matters. Mention specific experiences where you've successfully advised trustees or managed trust assets.
Highlight Technical Skills: Since the role requires experience with tax software, be sure to mention any specific software you’ve used. Detail how these tools have helped you in preparing accounts and tax returns.
Showcase Independence and Ownership: In your application, provide examples of how you've taken ownership of tasks and managed them independently. This will demonstrate your ability to handle responsibilities effectively.
How to prepare for a job interview at Lutine Bell
✨Know Your Trusts
Make sure you have a solid understanding of different types of trusts and their management. Be prepared to discuss specific examples from your previous experience where you've successfully advised trustees or managed trust assets.
✨Brush Up on Tax Knowledge
Since the role involves advising on tax matters, ensure you're up-to-date with inheritance tax calculations and relevant tax legislation. You might be asked to solve a hypothetical tax scenario during the interview, so practice explaining your thought process clearly.
✨Demonstrate Independence
The job requires taking ownership of your work. Be ready to share instances where you've managed tasks independently, showcasing your ability to handle responsibilities without constant supervision.
✨Highlight Relevant Qualifications
If you hold any accountancy qualifications like ATT, CTA, or STEP, make sure to mention them. Discuss how these qualifications have equipped you with the skills necessary for the role, and be prepared to explain any relevant coursework or projects.
