At a Glance
- Tasks: Manage relationships with high-net-worth clients and oversee complex trust and estate matters.
- Company: Top 10 accountancy firm known for its collaborative culture and strong market reputation.
- Benefits: Supportive environment, clear progression opportunities, and involvement in high-quality advisory projects.
- Other info: Opportunity to mentor junior team members and work closely with senior leaders.
- Why this job: Join a prestigious team and make a real impact on wealth preservation and succession planning.
- Qualifications: Experience in private client or trust tax, with strong relationship management skills.
The predicted salary is between 60000 - 80000 € per year.
A leading Top 10 accountancy and business advisory firm is looking to appoint a Manager into its growing Trust Family Office team. This is an excellent opportunity for an experienced private client or trust tax professional looking to join a highly regarded team with a strong reputation in the market, a collaborative culture and clear progression opportunities. The team works with a broad portfolio of high-net-worth individuals, trustees, family offices and estates, providing both compliance and advisory support across a range of complex matters.
The Role
- Manage relationships with HNW individuals, trustees and executors as a key point of contact
- Review trust and estate accounts, tax returns and annual compliance work
- Support on complex advisory projects across CGT, IHT, domicile and residence matters
- Advise on trust and company structures for wealth preservation and succession planning
- Work closely with Senior Managers, Directors and Partners on a varied client portfolio
- Identify planning opportunities and support business development initiatives
- Assist with mentoring and developing junior members of the team
The Opportunity
This firm offers a genuinely supportive and people-focused culture, alongside the opportunity to work on high-quality and technically interesting projects.
Trust & Family Office Manager - Top 10 Firm - London employer: Pro-Tax Recruitment
Join a leading Top 10 accountancy and business advisory firm in London, where you will thrive in a collaborative and supportive environment that prioritises employee growth and development. With a strong reputation in the market, this firm offers clear progression opportunities and the chance to work with a diverse portfolio of high-net-worth clients, ensuring your role is both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Family Office Manager - Top 10 Firm - London
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the trust and family office space. Attend industry events, join relevant LinkedIn groups, and don’t be shy to reach out for informational chats. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential employers or networking contacts, make sure to highlight your experience with HNW individuals and complex advisory projects. We want to see how you can add value to their team, so share specific examples of your past successes.
✨Tip Number 3
Prepare for interviews by brushing up on current trends in trust and estate management. We recommend researching recent changes in tax laws or notable cases in the industry. This will not only impress your interviewers but also show that you’re genuinely interested in the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, get your CV polished and hit that apply button!
We think you need these skills to ace Trust & Family Office Manager - Top 10 Firm - London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Trust & Family Office Manager role. Highlight your experience with high-net-worth individuals and any relevant tax compliance work to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about working in a collaborative environment like ours and how your background makes you a perfect fit for the team.
Showcase Your Advisory Skills:Since the role involves complex advisory projects, be sure to mention any relevant experience you have in advising on trust and estate matters. We love seeing examples of how you've added value in previous roles!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Trust Family Office team!
How to prepare for a job interview at Pro-Tax Recruitment
✨Know Your Stuff
Make sure you brush up on the specifics of trust and estate management, especially around CGT, IHT, and domicile matters. Familiarise yourself with the firm's portfolio and be ready to discuss how your experience aligns with their needs.
✨Showcase Your Relationship Skills
As a key point of contact for HNW individuals and trustees, it's crucial to demonstrate your ability to build and maintain relationships. Prepare examples of how you've successfully managed client relationships in the past and how you can bring that to the team.
✨Be Ready for Technical Questions
Expect some in-depth questions about compliance and advisory work. Brush up on recent changes in tax legislation and be prepared to discuss how these might impact clients. This shows you're not just knowledgeable but also proactive in staying updated.
✨Highlight Your Team Spirit
This firm values collaboration, so be sure to share experiences where you've worked effectively within a team. Discuss how you've mentored junior members or contributed to business development initiatives, as this will resonate well with their culture.
