At a Glance
- Tasks: Manage a diverse portfolio of offshore and onshore trusts while advising on tax and estate planning.
- Company: Leading specialist in Trusts & Estates with a focus on career development.
- Benefits: Attractive salary, hybrid working, and opportunities for professional growth.
- Other info: Inclusive workplace welcoming applicants from all backgrounds.
- Why this job: Join a supportive team and advance your career towards Director and Partner levels.
- Qualifications: STEP qualified with experience in trust taxation and estate planning.
The predicted salary is between 68000 - 102000 £ per year.
£85,000 plus attractive benefits
London / Hybrid
Our client is a specialist in Trusts & Estates and is currently looking to appoint an experienced Senior Manager for their busy team in London.
The role
You will be responsible for a portfolio of offshore and onshore trusts, acting as the trustees' primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts. You will also oversee the preparation and review of trust/estate accounts and tax returns prepared by junior members of the team.
You will be STEP qualified and ideally also have your CTA. You will be able to demonstrate a number of years' experience of advising on trust taxation, IHT and estate planning matters. You will thrive in a supportive environment that will enable you to develop your career and work towards Director and Partner level.
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.
Senior Trust Manager - STEP employer: Pro-Tax Recruitment
Join a dynamic team in Newcastle as a Private Client Tax Assistant Manager, where you will enjoy a supportive work culture that prioritises employee development and offers competitive benefits. With opportunities for professional growth and a focus on work-life balance through hybrid working arrangements, this role is perfect for those looking to make a meaningful impact in tax compliance and advisory for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Trust Manager - STEP
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to current employees at companies you're interested in. Building relationships can open doors that a CV just can't.
✨Ace the Informational Interview
Don’t be shy about asking for informational interviews. These chats can give you insider knowledge about the role and company culture. Plus, it shows your genuine interest and can help you stand out when applying.
✨Showcase Your Expertise
When you get the chance to meet potential employers, make sure to highlight your experience with trust taxation and estate planning. Share specific examples of how you've tackled challenges in the past – this will demonstrate your value!
✨Apply Through Our Website
We encourage you to apply directly through our website. It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities right there, making your job search a breeze!
We think you need these skills to ace Senior Trust Manager - STEP
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Senior Trust Manager role. Highlight your STEP qualification and any relevant experience in trust taxation and estate planning to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with what we’re looking for. Be genuine and let your personality come through.
Showcase Your Experience:When detailing your experience, focus on specific achievements related to managing trusts and estates. We want to see how you've made an impact in previous roles, so don’t hold back on the details!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Pro-Tax Recruitment
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of offshore and onshore trusts. Be prepared to discuss specific cases where you've advised on trust taxation, IHT, and estate planning. This will show that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your STEP Qualification
Your STEP qualification is a big deal, so don’t shy away from highlighting it. Be ready to explain how it has equipped you with the skills necessary for the role and how it complements your CTA qualification. This will demonstrate your commitment to the field.
✨Prepare for Technical Questions
Expect some technical questions related to trust structuring and estate planning. Practise articulating your thought process clearly and confidently. Use examples from your past experiences to illustrate your points, as this will help you stand out.
✨Emphasise Team Collaboration
Since you'll be working closely with Directors and Partners, highlight your ability to collaborate effectively. Share examples of how you've successfully worked in a team environment, especially in managing junior members or overseeing their work. This shows you’re a team player who can thrive in a supportive setting.
