At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing expert tax advice.
- Company: Join a highly regarded Private Client Tax team in London with a hybrid working model.
- Benefits: Enjoy a competitive salary of £75,000 plus excellent benefits.
- Other info: Opportunity to mentor junior team members and improve internal processes.
- Why this job: Make a real impact by advising high-net-worth clients and developing your skills.
- Qualifications: CTA and/or STEP qualified with strong experience in trust accounting and inheritance tax.
The predicted salary is between 75000 - 75000 £ per year.
An exciting opportunity has arisen for an experienced Trust Manager to join a growing and highly regarded Private Client Tax team. This role offers the chance to work with a diverse portfolio of trusts, estates, high-net-worth individuals, and their advisers, while playing a key role in the continued development of the department. The successful candidate will take ownership of a substantial trusts and estates portfolio, deliver high-quality advisory services, and build strong relationships with clients, trustees, executors, and professional intermediaries. You will also contribute to team development through mentoring, technical training, and process improvement initiatives.
Key Responsibilities
- Manage a portfolio of private clients, with a significant focus on trusts and estates.
- Provide expert advice on a broad range of trust, estate, capital gains tax, and inheritance tax matters.
- Lead the delivery of complex tax advisory projects and prepare high-quality technical reports.
- Act as a trusted adviser and primary point of contact for clients, trustees, executors, and professional advisers.
- Oversee UK tax compliance processes, including the preparation and review of trust, estate, and personal tax returns.
- Support Partners and Directors in managing client relationships and identifying new business opportunities.
- Handle ad hoc advisory and compliance assignments across the private client tax spectrum.
- Monitor workflow, manage deadlines, and ensure high standards of client service.
- Mentor and develop junior team members through coaching, performance feedback, and technical training.
- Identify and implement improvements to internal processes and team efficiencies.
About You
You will be an experienced private client tax professional with strong technical expertise in trusts and estates, coupled with the ability to communicate complex tax matters clearly and confidently to non-specialists.
Skills & Experience
- CTA and/or STEP qualified (or equivalent professional qualification with relevant experience).
- Strong experience in UK trust accounting and inheritance tax.
Trust Manager - Private Client Tax (Trusts & Estates) in London employer: Pro-Tax Recruitment
Join a leading Private Client Tax team in London, where you will thrive in a dynamic and supportive work culture that prioritises employee growth and development. With a competitive salary of £75,000 plus excellent benefits, this role offers the opportunity to manage a diverse portfolio while mentoring junior team members and contributing to innovative process improvements. Embrace the chance to build meaningful relationships with high-net-worth clients and make a significant impact in the field of trusts and estates.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager - Private Client Tax (Trusts & Estates) in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pro-Tax Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Manager - Private Client Tax (Trusts & Estates) in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pro-Tax Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pro-Tax Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pro-Tax Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pro-Tax Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pro-Tax Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pro-Tax Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
