Senior Trust & IHT Planner — Hybrid London

Senior Trust & IHT Planner — Hybrid London

Full-Time 85000 - 85000 £ / year (est.) No working from home possible
PRO-TAX RECRUITMENT LIMITED

At a Glance

  • Tasks: Manage offshore and onshore trusts, collaborating with Directors on estate planning.
  • Company: Pro-Tax Recruitment Limited, a leader in tax recruitment.
  • Benefits: Competitive salary of £85,000 plus attractive benefits and career development opportunities.
  • Other info: Hybrid role based in London with a focus on professional growth.
  • Why this job: Join a dynamic team and advance your career towards Director and Partner roles.
  • Qualifications: STEP qualified with significant experience in trust taxation and IHT planning.

The predicted salary is between 85000 - 85000 £ per year.

PRO-TAX RECRUITMENT LIMITED is seeking a Senior Trust Manager for a hybrid role in London. The successful candidate will manage a portfolio of offshore and onshore trusts, working closely with Directors and Partners on trust structuring and estate planning.

Candidates should be STEP qualified with significant experience in trust taxation and IHT planning. A competitive salary of £85,000 plus attractive benefits is offered, enabling career development towards Director and Partner roles.

Senior Trust & IHT Planner — Hybrid London employer: PRO-TAX RECRUITMENT LIMITED

PRO-TAX RECRUITMENT LIMITED is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. With a strong focus on employee growth, the company provides ample opportunities for advancement towards Director and Partner roles, alongside a competitive salary and attractive benefits that enhance work-life balance and professional development.

PRO-TAX RECRUITMENT LIMITED

Contact Details:

PRO-TAX RECRUITMENT LIMITED Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Trust & IHT Planner — Hybrid London

Tip Number 1

Network like a pro! Reach out to your connections in the trust and estate planning field. Attend industry events or webinars to meet potential employers and showcase your expertise.

Tip Number 2

Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss specific cases you've handled in trust taxation and IHT planning, as this will demonstrate your experience and confidence.

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.

Tip Number 4

Apply through our website for the best chance at landing that Senior Trust Manager role. We’re always looking for talented individuals like you, and applying directly can give you an edge!

We think you need these skills to ace Senior Trust & IHT Planner — Hybrid London

Trust Structuring
Estate Planning
Trust Taxation
IHT Planning
STEP Qualification
Portfolio Management
Collaboration with Directors and Partners

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Senior Trust & IHT Planner role. Highlight your STEP qualifications and relevant experience in trust taxation and estate planning. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this hybrid role. Share specific examples of your past work with offshore and onshore trusts, and how you've collaborated with Directors and Partners.

Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it's successful trust structuring or innovative IHT planning strategies, we want to know how you've made an impact in your previous roles.

Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED

Know Your Trusts Inside Out

Make sure you brush up on your knowledge of both offshore and onshore trusts. Be prepared to discuss specific cases you've managed, the challenges you faced, and how you structured them for optimal tax efficiency. This will show your expertise and confidence in trust taxation.

Showcase Your STEP Qualification

Since candidates should be STEP qualified, highlight your qualifications and any relevant continuing professional development. Discuss how your training has equipped you to handle complex trust and estate planning scenarios, which will demonstrate your commitment to the field.

Prepare for Scenario-Based Questions

Expect questions that require you to think on your feet. Prepare for scenario-based questions where you might need to outline your approach to a specific trust structuring or IHT planning situation. Practising these scenarios can help you articulate your thought process clearly during the interview.

Connect with Directors and Partners

Since you'll be working closely with Directors and Partners, it’s essential to convey your ability to collaborate effectively. Share examples of past experiences where you’ve successfully worked with senior stakeholders, highlighting your communication skills and strategic thinking.