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- Tasks: Lead a team in managing trusts and providing expert tax advice to clients.
- Company: Join a Top 10 firm known for award-winning work in Trusts and Probates.
- Benefits: Enjoy career growth, autonomy, and support for professional qualifications.
- Why this job: Make a real impact on clients' wealth management and tax planning.
- Qualifications: Strong experience in Trusts; STEP qualification preferred but not essential.
- Other info: Inclusive workplace welcoming applicants from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
Exclusive opportunity to join a Top 10 firm as their leading Senior Trusts Manager! This well established and esteemed team have won awards for their work across Trusts and Probates and is now looking for a Senior Trusts Manager to join and work with their long-standing clients. Due to the intimate size of this team, the firm are seeking a capable individual who is confident lending their technical skills to an impressive portfolio of work.
As the Trusts Senior Manager you will build relationships with your client base and will assist on issues including IHT, family wealth management and long-term tax planning. In this highly autonomous role, you will work in partnership with the Head of Private Client Tax, focused not only on your clients but the growth and prosperity of the firm as a whole. There is a huge potential for career growth as well as the freedom to manage your role with no micromanagement.
Qualifications & preferences
Whilst the STEP qualification is preferred, it is not essential as strong experience in Trusts is preferred. Full support for STEP will be provided to candidates seeking to become qualified.
Contact
Interested in finding out more please call email Jennifer.nelson@pro-tax.co.uk
EEO Statement
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.
Trusts Senior Tax Manager - Birmingham employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Senior Tax Manager - Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage with professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their approach to Trusts and how you can contribute to their success. Tailor your responses to show how your skills align with their needs.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of a Senior Trusts Manager. Confidence is key, so rehearse your points until they feel natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who are passionate about Trusts and Tax.
We think you need these skills to ace Trusts Senior Tax Manager - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trusts Senior Tax Manager role. Highlight your technical expertise in IHT, family wealth management, and tax planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for trusts and how your experience can benefit our esteemed team. Don’t forget to mention why you’re excited about joining us at StudySmarter.
Showcase Your Autonomy: Since this role is highly autonomous, we want to see examples of how you've successfully managed projects independently. Share specific instances where you’ve taken the lead and made a positive impact.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
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, IHT, and family wealth management. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues. This will show your technical skills and confidence in handling the impressive portfolio of work.
✨Build Rapport with the Interviewers
Since this role involves building relationships with clients, it's crucial to demonstrate your interpersonal skills during the interview. Engage with the interviewers, ask them questions about their experiences, and share relevant anecdotes that highlight your ability to connect with clients.
✨Showcase Your Autonomy
This position offers a high level of autonomy, so be ready to discuss how you've managed similar responsibilities in the past. Share examples of how you've taken initiative, made decisions independently, and contributed to the growth of your previous teams or firms.
✨Express Your Career Aspirations
The firm is looking for someone who is keen on career growth. Be open about your ambitions and how you see yourself evolving within the company. Discuss how you plan to leverage the support for STEP qualification to enhance your expertise and contribute to the firm's success.
