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- Tasks: Lead client relationships and manage a diverse portfolio in trusts.
- Company: Leading private client tax firm in Birmingham with a focus on autonomy.
- Benefits: Significant career growth potential and support for STEP qualification.
- Why this job: Enjoy a supportive environment with no micromanagement while making an impact.
- Qualifications: Experience in trusts and strong client relationship skills.
- Other info: Opportunity to work closely with the Head of Private Client Tax.
The predicted salary is between 36000 - 60000 £ per year.
A leading private client tax firm in Birmingham is seeking a Senior Trusts Manager to lead client relationships and manage an impressive portfolio. This highly autonomous role offers significant career growth potential, with support for STEP qualification available. The successful candidate will work closely with the Head of Private Client Tax to provide expertise in IHT and family wealth management while enjoying a supportive environment without micromanagement.
Senior Trusts Manager: Autonomy & Growth at Elite Firm in Birmingham employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trusts Manager: Autonomy & Growth at Elite Firm in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Senior Trusts Manager role.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their approach to client relationships and how they manage portfolios. This will help you showcase your expertise in IHT and family wealth management during the chat.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the autonomy and growth potential of the role. Highlight your ability to work independently while still being a team player.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Trusts Manager: Autonomy & Growth at Elite Firm in Birmingham
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your relevant experience in managing client relationships and portfolios. We want to see how you've successfully navigated similar roles, especially in IHT and family wealth management.
Tailor Your Application: Don’t just send a generic CV and cover letter! We love it when candidates tailor their applications to reflect the specific requirements of the Senior Trusts Manager role. Mention how your skills align with our needs.
Be Authentic: Let your personality shine through in your application. We appreciate authenticity and want to get a sense of who you are beyond your qualifications. Share your passion for the field and why you’re excited about this opportunity!
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your knowledge of inheritance tax (IHT) and family wealth management. The firm is looking for someone who can demonstrate expertise in these areas, so be ready to discuss your experience and how it relates to their needs.
✨Showcase Your Autonomy
Since this role is highly autonomous, prepare examples from your past where you've successfully managed client relationships or portfolios without micromanagement. Highlight your ability to take initiative and make decisions independently.
✨Express Your Growth Mindset
The firm offers significant career growth potential, so convey your enthusiasm for professional development. Discuss your interest in obtaining the STEP qualification and how you plan to leverage that for both your growth and the firm's success.
✨Build Rapport with the Interviewers
This role involves working closely with the Head of Private Client Tax, so focus on building a connection during the interview. Ask insightful questions about their approach to client management and express genuine interest in their team dynamics.
