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- Tasks: Guide family trusts on UK taxation and manage stakeholder communications.
- Company: Join a top 10 accounting firm in London with excellent growth opportunities.
- Benefits: Enjoy career progression, professional development, and a supportive work culture.
- Why this job: Be a key advisor in trust management, making a real impact on clients' financial futures.
- Qualifications: Must have CTA/ACA/STEP accreditation and strong interpersonal skills.
- Other info: Ideal for those passionate about tax and compliance in a dynamic environment.
The predicted salary is between 48000 - 84000 £ per year.
We are seeking an experienced Trust Tax Manager to provide expert guidance to professional trustees and beneficiaries, primarily within UK family trust structures. While the main focus is UK taxation, familiarity with international tax matters would be advantageous.
In this role, you will be the key point of contact, maintaining strong connections with stakeholders, advising trustees on fund distribution, forecasting financials, coordinating with investment professionals, and overseeing trust administration. The ideal candidate will have a strong technical foundation, excellent communication skills, and a strategic approach to risk management.
Key Responsibilities- Advisory & Planning - Support trustees with fund distributions and provide financial projections for trust income and expenses.
- Stakeholder Engagement - Act as the main liaison for trustees, beneficiaries, and investment specialists, ensuring seamless communication.
- Technical Proficiency - Apply extensive knowledge of UK trust taxation and legislation to deliver tailored advice.
- Regulatory Compliance - Review trust accounts, tax filings, and legal registers, ensuring adherence to regulations while managing charitable trust administration.
- CTA / ACA / STEP accreditation (or equivalent qualification).
- Exceptional interpersonal skills - confident in handling inquiries and resolving issues effectively.
- Experience managing sensitive situations with discretion and professionalism.
- Thorough understanding of trust and individual taxation, with an emphasis on compliance and risk.
Trust Tax Manager employer: PRO-TAX RECRUITMENT LIMITED
Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Manager
✨Tip Number 1
Network with professionals in the trust tax field. Attend industry events or webinars where you can meet potential colleagues and learn more about the latest trends in trust taxation. Building these connections can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific challenges faced by family trusts in the UK. Understanding common issues and how to address them will help you stand out during interviews, as you'll be able to demonstrate your knowledge and readiness to tackle real-world problems.
✨Tip Number 3
Prepare for the interview by practising your communication skills. Since this role involves liaising with various stakeholders, being able to convey complex tax information clearly and confidently is crucial. Consider mock interviews with friends or mentors to refine your approach.
✨Tip Number 4
Stay updated on the latest changes in UK tax legislation and regulations related to trusts. Showing that you are proactive about your professional development and aware of current issues will impress potential employers and demonstrate your commitment to the role.
We think you need these skills to ace Trust Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with UK family trust structures and any relevant qualifications like CTA, ACA, or STEP. Emphasise your technical proficiency in trust taxation and your ability to manage sensitive situations.
Craft a Compelling Cover Letter: In your cover letter, explain why you are the ideal candidate for the Trust Tax Manager role. Discuss your experience advising trustees and beneficiaries, and how your communication skills will help maintain strong stakeholder relationships.
Showcase Your Technical Knowledge: Be specific about your understanding of UK trust taxation and legislation in your application. Mention any experience you have with international tax matters, as this could set you apart from other candidates.
Highlight Your Interpersonal Skills: Since the role requires exceptional interpersonal skills, provide examples in your application of how you've effectively handled inquiries and resolved issues in previous roles. This will demonstrate your capability to act as a key point of contact.
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Taxation Inside Out
Make sure you have a solid grasp of UK trust taxation and legislation. Be prepared to discuss specific cases or scenarios where you've applied your knowledge, as this will demonstrate your technical proficiency.
✨Showcase Your Communication Skills
As a Trust Tax Manager, you'll be the main point of contact for various stakeholders. Practice articulating complex tax concepts in simple terms, and be ready to provide examples of how you've effectively communicated with trustees and beneficiaries in the past.
✨Prepare for Stakeholder Engagement Questions
Expect questions about how you would handle interactions with trustees, beneficiaries, and investment professionals. Think of examples where you've successfully managed relationships and resolved issues, showcasing your interpersonal skills.
✨Demonstrate Your Strategic Thinking
Be ready to discuss your approach to risk management and compliance. Prepare to explain how you would advise trustees on fund distributions and financial projections, highlighting your strategic mindset and problem-solving abilities.
