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For Companies At a Glance
- Tasks: Manage estate and trust administration, tax compliance, and client advisory.
- Company: Join a prestigious accountancy firm known for excellence in client service.
- Benefits: Enjoy a competitive salary, supportive environment, and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact in Trusts & Estates.
- Qualifications: Experience in Trusts & Estates with relevant qualifications like STEP or ACCA/ACA/CTA required.
- Other info: Located in Uckfield, East Sussex, this role offers a collaborative work culture.
The predicted salary is between 43200 - 72000 £ per year.
Are you a highly skilled and experienced professional in Trusts & Estates? If so, we have the perfect role for you! We are working with a successful accountancy firm located in Uckfield, East Sussex who provide a full range of services to a diverse range of clients. They are seeking a dynamic Senior Manager to assist with all aspects of estate and trust administration, along with tax compliance and other private client work.
The firm:
- Prestigious accountancy firm renowned for its excellence and commitment to client service
- A supportive and collaborative work environment that encourages professional growth and development
- Competitive salary and benefits package
- Located in the busy town of Uckfield, East Sussex
Responsibilities include:
- Preparation of trust accounts, tax returns and IHT forms
- Advising clients on tax and legal implications of creating trusts and appointment out of trusts
- Dealing with trust administration, such as TRS, CRS and FATCA
- Reviewing trust tax returns and accounts prepared by others and providing feedback and training
- Preparation of accounts, tax returns and IHT forms for estates (where required) and legal statements and other related documents
- Ensuring compliance with the ICAEW probate regulations, including identifying any possible contentious matters in the future
- Maintaining technical knowledge on topical estate matters
- Preparation of complex personal Self-Assessment Tax Returns
- Technical tax research, drafting reports and letters of tax advice and review of complex tax returns
Requirements:
- Experience in Trusts & Estates, gained within an accountancy practice or similar professional services firm
- An understanding of inheritance tax, capital gains tax, and other relevant tax laws
- Knowledge of trust administration, estate planning, and succession planning
- Excellent communication skills, with the ability to build rapport and effectively liaise with clients and colleagues at all levels
- Relevant professional qualifications such as STEP or ACCA/ACA/CTA
If you are a proactive & driven professional seeking a new challenge in Trusts & Estates, we would love to hear from you. Contact Dominique today!
Trusts & Estates Senior Manager employer: Pro Talent
Contact Detail:
Pro Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Estates Senior Manager
✨Tip Number 1
Network with professionals in the Trusts & Estates field. Attend industry events, webinars, or local meetups to connect with potential colleagues and employers. Building relationships can often lead to job opportunities that aren't advertised.
✨Tip Number 2
Stay updated on the latest developments in tax laws and trust administration. Subscribe to relevant newsletters or join professional associations like STEP. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare for the interview by practising common questions related to Trusts & Estates. Be ready to discuss specific cases you've handled and how you navigated complex tax issues. This will showcase your expertise and problem-solving skills.
✨Tip Number 4
Research the accountancy firm thoroughly before your interview. Understand their values, client base, and recent achievements. Tailoring your responses to align with their mission can demonstrate your genuine interest in the role and the company.
We think you need these skills to ace Trusts & Estates Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Trusts & Estates, particularly any roles within accountancy practices. Emphasise relevant qualifications like STEP or ACCA/ACA/CTA and showcase your understanding of tax laws.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Discuss your experience with trust administration, tax compliance, and client advisory roles to demonstrate your suitability for the position.
Showcase Communication Skills: In both your CV and cover letter, highlight your excellent communication skills. Provide examples of how you've built rapport with clients and colleagues, as this is crucial for the role.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is vital in the Trusts & Estates field.
How to prepare for a job interview at Pro Talent
✨Showcase Your Expertise
Make sure to highlight your experience in Trusts & Estates during the interview. Be prepared to discuss specific cases where you've successfully managed trust administration or tax compliance, as this will demonstrate your capability and knowledge in the field.
✨Understand the Firm's Values
Research the accountancy firm's values and commitment to client service. During the interview, align your answers with their ethos, showcasing how your professional approach complements their mission and enhances client relationships.
✨Prepare for Technical Questions
Expect questions related to inheritance tax, capital gains tax, and trust administration. Brush up on relevant laws and regulations, and be ready to provide examples of how you've navigated complex tax scenarios in your previous roles.
✨Demonstrate Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've built rapport with clients and colleagues, and share examples of effective collaboration in past projects.
