At a Glance
- Tasks: Manage relationships with HNW individuals and support complex advisory projects.
- Company: Top 10 firm in London with a supportive, people-focused culture.
- Benefits: Flexible working, competitive salary, study support, and comprehensive benefits package.
- Other info: Excellent career progression opportunities and strong mentorship for junior team members.
- Why this job: Join a forward-thinking team and work on high-quality, interesting projects.
- Qualifications: Experience in private client or trusts; STEP, CTA, or ACA/ACCA qualifications preferred.
The predicted salary is between 60000 - 80000 £ per year.
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 work within a collaborative environment. You will be joining a forward-thinking team with excellent on-the-job training, strong leadership and clear long-term progression opportunities. Flexible and hybrid working is actively encouraged, alongside a competitive salary, study support and a comprehensive benefits package.
About You
The successful candidate will ideally have experience within private client, trusts or family office tax, alongside strong communication skills and a client-focused approach. STEP, CTA or ACA/ACCA qualifications are welcomed, although those currently studying will also be considered.
Trust & Family Office Manager - Top 10 Firm - London employer: Pro-Tax
This top 10 firm in London is an exceptional employer, offering a supportive and people-focused culture that prioritises employee well-being and professional growth. With a commitment to flexible and hybrid working arrangements, competitive salaries, and comprehensive benefits, employees can thrive while engaging in high-quality, technically interesting work. The firm also fosters a collaborative environment where mentorship and development opportunities are abundant, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Family Office Manager - Top 10 Firm - London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with trusts and family office tax. We want to see how you can bring value to their team, so share specific examples of your past work and successes!
✨Be Ready for the Interview
Prepare for those tricky interview questions by practising your responses. We recommend focusing on your client-focused approach and how you’ve managed relationships with HNW individuals in the past. Confidence is key!
✨Apply Through Our Website
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.
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 speaks directly to the role of Trust & Family Office Manager. Highlight your experience with HNW individuals and any relevant qualifications like STEP or CTA. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your communication skills and client-focused approach. Tell us why you're excited about this opportunity and how you can contribute to our supportive culture.
Showcase Your Technical Skills:Since this role involves complex advisory projects, make sure to mention your experience with CGT, IHT, and trust structures. We love seeing candidates who can demonstrate their technical knowledge and problem-solving abilities.
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. Plus, it’s super easy!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, estates, and tax matters. Familiarise yourself with the latest regulations and common practices in wealth preservation and succession planning. This will not only show your expertise but also your genuine interest in the role.
✨Showcase Your Communication Skills
Since this role involves managing relationships with high-net-worth individuals and other stakeholders, practice articulating complex concepts clearly and concisely. Prepare examples of how you've successfully communicated with clients or colleagues in the past to demonstrate your client-focused approach.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about past experiences where you identified planning opportunities or supported business development initiatives. Be ready to discuss these examples in detail, highlighting your thought process and outcomes.
✨Emphasise Team Collaboration
This firm values a collaborative environment, so be prepared to discuss how you've worked effectively within a team. Share instances where you've mentored junior members or collaborated with senior managers, showcasing your ability to contribute positively to a supportive culture.
