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- Tasks: Manage compliance and advisory work for trusts, estates, and charities while leading a dynamic team.
- Company: Join a top 15 accountancy firm in London with a focus on inclusivity.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: We celebrate diversity and welcome applicants from all backgrounds.
- Why this job: Make a real impact in the Trusts & Estates sector while developing your leadership skills.
- Qualifications: Strong experience in Trusts & Estates and team management; STEP qualification preferred.
The predicted salary is between 43200 - 72000 £ per year.
Join a leading London Trusts & Estates team within a Top 15 accountancy firm, supporting a high-quality portfolio of 600+ trusts, estates, charities, and HNW families. This is an excellent opportunity for an experienced manager to deliver both compliance and advisory work across trust structuring, reorganisations, APR, BPR, and wider IHT planning, while also developing and leading a high-performing team.
Key responsibilities
- Manage and review trust & estate compliance and advisory work
- Provide technical input on complex IHT, CGT, APR and BPR matters
- Lead, mentor and develop junior staff
- Oversee workflow, billing and deadlines
- Build relationships with solicitors and professional contacts
- Support business development and growth initiatives
About you
- Strong Trusts & Estates experience
- Solid technical knowledge across IHT, CGT, APR and BPR
- Previous team management experience would be advantageous
- STEP qualified (or studying)
- ATT/CTA desirable but not essential
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.
Trust & Estate Manager in London employer: Pro-Tax Recruitment
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Estate Manager in London
✨Tip Number 1
Network like a pro! Reach out to your contacts in the Trusts & Estates field and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to refer you to someone in their network.
✨Tip Number 2
Get involved in industry events and seminars. These are great places to meet potential employers and showcase your expertise in IHT, CGT, APR, and BPR matters. Plus, it’s a fab way to stay updated on the latest trends in the sector.
✨Tip Number 3
Don’t underestimate the power of social media! Use platforms like LinkedIn to connect with professionals in the Trusts & Estates space. Share your insights and engage with content related to compliance and advisory work to get noticed.
✨Tip Number 4
Apply through our website! We’ve got some fantastic roles available, and applying directly can give you an edge. Make sure to highlight your team management experience and technical knowledge in your conversations with us.
We think you need these skills to ace Trust & Estate Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts & Estates Manager role. Highlight your experience with compliance and advisory work, especially in IHT, CGT, APR, and BPR matters. 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 passionate about this role and how your previous team management experience can benefit us. Don’t forget to mention any relevant qualifications like STEP or ATT/CTA.
Showcase Your Team Leadership Skills: Since we’re looking for someone to lead and mentor a high-performing team, make sure to highlight your leadership experience. Share examples of how you've developed junior staff and managed workflows effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. 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 Pro-Tax Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge around IHT, CGT, APR, and BPR. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can handle complex matters too.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to share examples of how you've led and developed junior staff in the past. Highlight any mentoring experiences and how you’ve contributed to a high-performing team.
✨Build Relationships
Demonstrate your ability to build relationships with solicitors and other professional contacts. Share specific instances where you've successfully collaborated with others to achieve a common goal.
✨Be Ready for Business Development Talk
This role supports business growth initiatives, so think about how you can contribute. Prepare to discuss any previous experiences in business development or how you would approach it in this role.