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- Tasks: Manage a portfolio of wealthy families and charities, providing advisory-focused Trusts services.
- Company: Friendly accounting firm with a supportive culture and great employee retention.
- Benefits: Opportunity to work autonomously and build long-lasting client relationships.
- Why this job: Join a cohesive and progressive firm where your voice truly matters.
- Qualifications: 5+ years of Trusts experience; STEP qualification preferred but not essential.
- Other info: Inclusive environment welcoming applicants from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
A rare and incredibly rewarding opportunity has arisen for a technically strong Trusts Tax Manager to join a friendly and supportive accounting firm that boasts great employee retention and an enviable client portfolio.
Joining as their Trusts Tax Manager, you will work with a lucrative portfolio of wealthy families and their estates as well as charities. Your role will be highly interactive where you will form long-lasting relationships with their loyal client base and will therefore be comfortable in an advisory-focused Trusts role. Working directly with the Senior Partners, you will get exposure to high-level technical work and be trusted to work in an autonomous manner.
This firm has a unique 'family feel' environment and rarely needs to recruit externally. They are looking for an individual who is passionate about working in this complex area of tax and is keen to join a cohesive and progressive law firm. STEP qualified individuals would be preferred; however, the team would value experience over anything.
If you have at least 5 years of experience in Trusts work and want to move away from a corporate machine into a firm where your voice is counted and heard, please send your CV through to jennifer.nelson@pro-tax.co.uk.
Responsibilities:
- Manage a portfolio of wealthy families, their estates, and charities.
- Provide advisory-focused Trusts services.
- Build long-lasting relationships with clients.
- Work with Senior Partners.
- Deliver high-level technical work.
- Operate autonomously.
Qualifications:
- At least 5 years of experience in Trusts work.
- STEP qualification preferred; experience valued over other factors.
- Strong interest in working in this complex area of tax within a cohesive and progressive firm.
Trusts Manager - Birmingham employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager - Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. A friendly chat can sometimes lead to job opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by researching the firm and its clients. Understand their values and the type of work they do. This will help you tailor your responses and show that you’re genuinely interested in being part of their team. Plus, it’ll give you some great talking points!
✨Tip Number 3
Practice your pitch! You want to be able to clearly articulate your experience and how it aligns with the role of Trusts Manager. Keep it concise but impactful – think of it as your personal brand statement that highlights why you’re the perfect fit for the job.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. So, go ahead and submit your CV – we can’t wait to hear from you!
We think you need these skills to ace Trusts Manager - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Trusts Manager role. Highlight your experience in managing portfolios and working with wealthy families, as this will show us you’re a great fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for Trusts work and why you want to join our friendly firm. Share a bit about your journey and how you can contribute to our unique 'family feel' environment.
Showcase Your Technical Skills: Since this role involves high-level technical work, don’t shy away from detailing your expertise in Trusts tax. We want to see how your knowledge can benefit our clients and enhance our advisory services.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Pro-Tax
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and tax regulations. Familiarise yourself with the latest changes in legislation and be ready to discuss how they impact wealthy families and charities. This will show your passion for the role and your commitment to providing top-notch advisory services.
✨Showcase Your Relationship-Building Skills
Since this role involves forming long-lasting relationships with clients, think of examples from your past experiences where you've successfully built rapport. Be prepared to share stories that highlight your interpersonal skills and how you’ve maintained client relationships over time.
✨Demonstrate Autonomy and Initiative
The firm values individuals who can work autonomously, so come prepared with examples of when you've taken the initiative in your previous roles. Discuss how you managed your workload and made decisions independently, especially in high-pressure situations.
✨Embrace the 'Family Feel' Culture
This firm prides itself on its supportive environment, so convey your enthusiasm for joining a cohesive team. Share why you value a collaborative workplace and how you can contribute to maintaining that 'family feel' while also bringing your unique perspective to the table.
