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- Tasks: Provide expert tax planning and manage trusts for private clients.
- Company: Leading professional services organisation in West Sussex.
- Benefits: Competitive salary of £45-60,000 and opportunities for career growth.
- Why this job: Make a real difference in clients' financial lives while developing your expertise.
- Qualifications: Accounting qualification (ATT, CIOT or STEP) and experience in preparing trust accounts.
- Other info: Join a supportive team focused on delivering exceptional client service.
The predicted salary is between 38700 - 51600 £ per year.
A leading professional services organisation based in West Sussex are looking to hire a full time permanent Trust & Tax Manager.
As Trust & Tax Manager, you will be responsible for:
- Tax planning advice regarding all aspects of trusts.
- Inheritance tax calculations.
- Completion of trustees' annual tax returns, delivery to HM Revenue and Customs and arranging payments of tax by statutory deadlines.
- FATCA/CRS/Trust Register reporting.
- Support to the wider private client team whose work involves will drafting, estate planning, complex tax planning, trusts and estate administration, preparation of lasting powers of attorney, and administration on behalf of a range of private clients.
- Corresponding effectively with trustees and beneficiaries regarding distributions of income and capital.
- Liaising with investment managers concerning performance, valuations, statements, and advice.
- Helping to devise 'family office' services - administrative matters and collation of information for report preparation.
The Successful Applicant:
- Accounting qualification ATT, CIOT or STEP.
- Preparing trust accounts.
What's on Offer: £45-60,000 DOE.
Trust & Tax Manager employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and tax sectors. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your experience with trusts, tax planning, and any relevant projects. This will help you stand out during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on common questions related to tax management and trust administration to boost your confidence.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Tailor your application to highlight your skills in tax planning and trust management to catch the employer's eye.
We think you need these skills to ace Trust & Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Trust & Tax Manager role. Highlight your accounting qualifications and any specific experience with trusts and tax planning to catch our eye!
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 role. Mention your passion for tax planning and how you can contribute to our private client team.
Showcase Your Communication Skills: As a Trust & Tax Manager, you'll need to liaise with various stakeholders. Make sure to demonstrate your communication skills in your application. We love seeing examples of how you've effectively communicated with clients or colleagues in the past.
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 us during the process!
How to prepare for a job interview at Page Personnel
✨Know Your Tax Basics
Brush up on your knowledge of tax planning, inheritance tax calculations, and the specifics of trustees' annual tax returns. Being able to discuss these topics confidently will show that you’re well-prepared and understand the core responsibilities of the Trust & Tax Manager role.
✨Showcase Your Communication Skills
Since the role involves liaising with trustees, beneficiaries, and investment managers, practice articulating complex tax concepts in simple terms. Prepare examples from your past experiences where effective communication made a difference in your work.
✨Demonstrate Your Team Spirit
The job requires support to the wider private client team, so be ready to discuss how you’ve collaborated with others in previous roles. Highlight any experience you have in drafting wills, estate planning, or working on family office services to show you can contribute to a team environment.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions about their approach to tax planning or how they manage client relationships. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
