Senior Manager, Trust Tax & HNW Advisory
Senior Manager, Trust Tax & HNW Advisory

Senior Manager, Trust Tax & HNW Advisory

Full-Time 48000 - 72000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise high-net-worth clients on trust structures and inheritance tax planning.
  • Company: Leading accounting firm in the beautiful Cotswold District.
  • Benefits: Flexible working arrangements, professional growth, and a supportive culture.
  • Why this job: Make a real impact while developing your team and driving compliance.
  • Qualifications: Experience in trust tax and strong leadership skills.
  • Other info: Join a dynamic team with excellent career advancement opportunities.

The predicted salary is between 48000 - 72000 Β£ per year.

A leading accounting firm in Cotswold District is seeking a Senior Manager or Director to join their Trust Tax team. This role involves advising high-net-worth clients on complex trust structures and inheritance tax planning. As a leader, you will drive compliance and provide tailored solutions to clients, while also developing your team and overseeing service delivery. The firm values professional growth and offers a supportive culture with flexible working arrangements.

Senior Manager, Trust Tax & HNW Advisory employer: PKF Francis Clark

Join a leading accounting firm in the picturesque Cotswold District, where you will not only advise high-net-worth clients on intricate trust structures but also thrive in a supportive work culture that prioritises professional growth and flexibility. With a commitment to employee development and a collaborative environment, this role offers a unique opportunity to make a meaningful impact while enjoying the benefits of a balanced work-life dynamic.
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Contact Detail:

PKF Francis Clark Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Senior Manager, Trust Tax & HNW Advisory

✨Tip Number 1

Network like a pro! Reach out to your connections in the accounting and tax advisory space. Attend industry events or webinars to meet potential employers and showcase your expertise in trust tax and HNW advisory.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of complex trust structures and inheritance tax planning. We recommend practising common interview questions and scenarios that might come up, so you can confidently demonstrate your skills.

✨Tip Number 3

Showcase your leadership abilities! Be ready to discuss how you've developed teams and driven compliance in previous roles. Highlight specific examples where you've tailored solutions for high-net-worth clients to make a lasting impression.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and genuinely interested in joining our supportive culture.

We think you need these skills to ace Senior Manager, Trust Tax & HNW Advisory

Trust Tax Advisory
Inheritance Tax Planning
Client Relationship Management
Compliance Management
Team Leadership
Service Delivery Oversight
Tailored Solutions Development
Professional Growth Facilitation
Flexible Working Arrangement Management

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience in trust tax and HNW advisory. We want to see how you've tackled complex trust structures and inheritance tax planning in your previous roles.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Trust Tax team. Share specific examples of how you've driven compliance and provided tailored solutions for clients.

Showcase Leadership Skills: As a Senior Manager, you'll be leading a team. Make sure to mention any experience you have in developing teams and overseeing service delivery. We love seeing how you've nurtured talent in your past roles!

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 PKF Francis Clark

✨Know Your Trust Tax Inside Out

Make sure you brush up on the latest regulations and trends in trust tax and inheritance tax planning. Being able to discuss complex trust structures confidently will show that you're not just knowledgeable but also passionate about the field.

✨Showcase Your Leadership Skills

As a Senior Manager, you'll need to demonstrate your ability to lead and develop a team. Prepare examples of how you've successfully managed teams in the past, focusing on how you’ve driven compliance and delivered tailored solutions for clients.

✨Understand the Firm's Culture

Research the firm’s values and culture, especially their commitment to professional growth and flexible working arrangements. Be ready to discuss how you align with these values and how you can contribute to a supportive environment.

✨Prepare Thoughtful Questions

Interviews are a two-way street! Prepare insightful questions about the firm's approach to client service and team development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.

Senior Manager, Trust Tax & HNW Advisory
PKF Francis Clark
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