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For Companies At a Glance
- Tasks: Manage trusts and estates, prepare accounts, and support clients with tax planning.
- Company: Leading chartered accountancy firm in Bristol with a growing Trusts and Estates team.
- Benefits: Competitive salary, flexible hours, hybrid working, and career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in the world of trusts and estates.
- Qualifications: ATT, CTA, or STEP qualified with experience in trust and estate services.
- Other info: Opportunity for professional development in a supportive environment.
The predicted salary is between 34000 - 51000 £ per year.
Trusts & Estates Senior to join a growing, chartered accountancy firm in Bristol. Key hire, with progression within this growing specialist team and department.
About Our Client
Based in Bristol, this is a highly regarded and leading chartered accountancy firm with a successful, growing and busy Trusts and Estates team acting for a wide spectrum of trustees, executors and beneficiaries, managing over 600 trusts and providing support across the full spectrum of estate and succession matters. The firm provides a quality compliance service, along with delivering on wide ranging planning work. There will be opportunity to develop technically, working closely with partners and management team offering the chance to progress in your career. Full or part time hours can be explored along with a good mix of home to office/hybrid working on offer and highly competitive salaries and benefits on offer.
Job Description
- Joining as a qualified Trusts and Estates Senior based from the firm's Bristol offices you will deliver annual accounts & tax returns as well as increasing involvement in tax planning work in areas such as inheritance tax planning.
- Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration.
- Supporting junior members of the team.
- Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations.
- Supporting executors with estate administration and probate requirements.
- Liaising with trustees, beneficiaries, solicitors and investment managers.
- Assisting senior colleagues with succession and estate planning projects.
- Providing clear, practical guidance to clients in a professional and empathetic manner.
You will build relationships with clients and the role and firm provides an opportunity for you to develop in your accounts and tax career within this specialist field.
The Successful Applicant
You may be any of ATT, CTA, STEP qualified and will have developed your career within the trust and estates service line or bring a focused personal tax career within accountancy practice, or more mixed all around general practice, across a year end accounts and tax career and be interested in diversifying and moving into this specialist client service line. Your experience will have been developed within an accountancy firm of any size and you will be looking to progress and develop in your career within a growing, leading chartered firm.
What's on Offer
£40,000 - £45,000 + dependent on experience and background, negotiable with benefits.
Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey.
Qualified Trusts and Estates Senior in Bristol employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Trusts and Estates Senior in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Trusts and Estates field. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to professionals for a chat. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your skills in managing trusts and estates. Bring along examples of your work or case studies that demonstrate your knowledge in tax planning and estate administration.
✨Tip Number 3
Prepare for interviews by brushing up on common questions in the Trusts and Estates sector. Think about how you can relate your past experiences to the role you're applying for. Practice makes perfect, so consider doing mock interviews with friends or mentors to build your confidence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and follow up if needed!
We think you need these skills to ace Qualified Trusts and Estates Senior in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trusts and Estates Senior role. Highlight your qualifications like ATT, CTA, or STEP, and any relevant experience in managing trusts and estates.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit for our growing team in Bristol.
Showcase Your Technical Skills: Since this role involves tax planning and estate administration, be sure to mention any specific technical skills or software you’re familiar with. We want to see how you can contribute to our quality compliance service!
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 from our team!
How to prepare for a job interview at Page Personnel
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts and estates. Familiarise yourself with the latest tax regulations, inheritance tax planning, and estate administration processes. This will not only help you answer technical questions but also show your passion for the field.
✨Showcase Your Experience
Prepare to discuss specific examples from your past roles that highlight your skills in managing trusts and estates. Think about challenges you've faced, how you overcame them, and the positive outcomes. This will demonstrate your practical experience and problem-solving abilities.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to client relationships, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
✨Be Professional Yet Approachable
In this role, you'll need to build relationships with clients and colleagues alike. During the interview, strike a balance between professionalism and approachability. Show that you can communicate complex information clearly and empathetically, which is key in this line of work.
