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- Tasks: Lead and manage Trusts for a prestigious firm, building client relationships and handling tax planning.
- Company: Join a Top 10 firm known for award-winning work in Trusts and Probates.
- Benefits: Enjoy autonomy, career growth opportunities, and support for professional qualifications like STEP.
- Why this job: Be part of a close-knit team with a strong reputation and impactful work in family wealth management.
- Qualifications: Strong experience in Trusts is preferred; STEP qualification is a plus but not essential.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 43200 - 72000 £ per year.
Exclusive opportunity to join a Top 10 firm as their leading Senior Trusts Manager! This well established and esteemed team have won awards for their work across Trusts and Probates and is now looking for a Senior Trusts Manager to join and work with their long-standing clients.
Due to the intimate size of this team, the firm are seeking a capable individual who is confident lending their technical skills to an impressive portfolio of work. As the Trusts Senior Manager you will build relationships with your client base and will assist on issues including IHT, family wealth management and long-term tax planning.
In this highly autonomous role, you will work in partnership with the Head of Private Client Tax, focused not only on your clients but the growth and prosperity of the firm as a whole. There is a huge potential for career growth as well as the freedom to manage your role with no micromanagement.
Whilst the STEP qualification is preferred, it is not essential as strong experience in Trusts is preferred. Full support for STEP will be provided to candidates seeking to become qualified.
Interested in finding out more please call email Jennifer.nelson@pro-tax.co.uk
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Trusts Senior Tax Manager - Birmingham employer: PRO-TAX RECRUITMENT LIMITED
Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Senior Tax Manager - Birmingham
✨Tip Number 1
Network with professionals in the trusts and estates field. Attend industry events or webinars where you can meet potential colleagues or clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in trusts and tax management. Being knowledgeable about current issues will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Consider reaching out to current employees at the firm for informational interviews. This can provide you with insights into the company culture and expectations, which can be invaluable during the interview process.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your past experience that demonstrate your expertise in trusts and tax planning. Real-life scenarios can showcase your problem-solving skills and technical knowledge effectively.
We think you need these skills to ace Trusts Senior Tax Manager - Birmingham
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Trusts Senior Tax Manager position. Understand the key responsibilities, required skills, and the firm's values to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in Trusts and any relevant tax management roles. Use specific examples that demonstrate your technical skills and ability to manage client relationships effectively.
Showcase Your Qualifications: If you have the STEP qualification or are working towards it, make sure to mention this prominently. If not, highlight your strong experience in Trusts and your willingness to pursue further qualifications.
Personalise Your Cover Letter: Craft a personalised cover letter that reflects your enthusiasm for the role and the firm. Mention why you are interested in this specific opportunity and how you can contribute to the team's success.
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Showcase Your Technical Skills
As a Trusts Senior Tax Manager, you'll need to demonstrate your expertise in areas like IHT and family wealth management. Prepare specific examples from your past experience that highlight your technical skills and how they've benefited your clients.
✨Build Rapport with the Interviewers
Given the intimate size of the team, it's crucial to establish a good relationship with your interviewers. Be personable and engage in conversation, showing genuine interest in their work and the firm's culture.
✨Discuss Career Growth Aspirations
This role offers significant potential for career advancement. Be prepared to discuss your long-term career goals and how they align with the firm's vision, demonstrating your commitment to growing alongside them.
✨Prepare Questions About the Firm
Show your enthusiasm for the position by preparing thoughtful questions about the firm’s approach to trusts and probates. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
