At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates, ensuring accuracy and timely completion.
- Company: Join a reputable accountancy firm known for exceptional client service and a collaborative culture.
- Benefits: Enjoy a competitive salary, hybrid working, private medical insurance, and professional development support.
- Other info: Inclusive workplace committed to employee wellbeing and career growth.
- Why this job: Make a real difference in clients' lives while developing your advisory skills in a supportive environment.
- Qualifications: ACA, CTA, or TEP qualified, with experience in trusts and estates.
As an IHT, Trusts & Estates Assistant Manager in Cardiff, you will manage a varied portfolio of trust and estate work within Financial Services, helping clients keep their affairs organised and well handled.
You will work closely with colleagues on day-to-day accounting and finance activities, ensuring work is completed accurately and on time.
Client Details
Our client is a well-established accountancy and advisory firm with a long-standing reputation for supporting private clients, entrepreneurs, business owners and families across the UK.
With a strong focus on delivering high-quality technical advice and exceptional client service, they have built a collaborative and forward-thinking culture that supports both professional and personal development.
As a purpose-led organisation, they are committed to responsible business practices, employee wellbeing and creating an inclusive environment where individuals can thrive.
Continued investment in people, technology and specialist services has positioned them as a leading employer within the professional services sector.
Description
Manage a portfolio of trust and estate matters, keeping work organised and progressing to agreed deadlines.
Prepare accounts and related documents for trusts and estates, maintaining clear and accurate records.
Review financial information and resolve queries to support accurate completion of client work.
Work with colleagues across the Accounting & Finance team to coordinate workloads and priorities.
Maintain up-to-date files and records, ensuring information is easy to access and clearly documented.
Communicate with clients and relevant contacts to gather information and provide timely updates.
Identify issues within trust and estate work early, helping to keep matters moving smoothly.
Contribute to consistent processes across the team through careful, well-organised administration.
- Profile
- ACA, CTA, TEP qualified or qualified by experience
- Previous experience within trusts, estates and inheritance tax work
- Strong technical knowledge of trust and estate taxation
- Experience preparing or reviewing trust and estate accounts
- Ability to communicate confidently with clients and colleagues
- Demonstrable leadership or supervisory experience
- Commercially aware with a proactive approach to problem solving
- Keen to develop advisory skills and progress within a specialist private client environment
- Job Offer
Permanent IHT, Trusts & Estates Assistant Manager position in Cardiff.
Salary of £32,000 to £52,000, dependent on the level of experience.
Hybrid working model.
Private medical insurance, health cash plan and wellbeing support.
Pension scheme and life assurance cover.
Enhanced family leave policies and increasing holiday entitlement.
Professional qualification support.
People are at the heart of Michael Page.
We are committed to creating an inclusive environment.
As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences.
If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best
IHT, Trusts & Estates Assistant Manager in Cardiff employer: Michael Page
ASDA is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration in the heart of Leeds. With a strong commitment to employee growth, ASDA provides numerous opportunities for professional development and advancement, alongside competitive salaries and comprehensive benefits. The hybrid working model allows for flexibility, making it an attractive workplace for those seeking meaningful and rewarding careers in one of the UK's leading retail brands.
StudySmarter Expert Advice🤫
We think this is how you could land IHT, Trusts & Estates Assistant Manager in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Michael Page. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IHT, Trusts & Estates Assistant Manager in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Michael Page.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Michael Page's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Michael Page
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Michael Page.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Michael Page will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Michael Page employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
