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- Tasks: Provide top-notch advisory services to high-net-worth clients and develop junior team members.
- Company: Join an award-winning Private Client team in a leading firm.
- Benefits: Career progression opportunities, including access to the acceleration Director programme.
- Other info: Inclusive workplace welcoming diverse applicants and offering excellent growth potential.
- Why this job: Make a real impact while working with elite clients and advancing your career.
- Qualifications: ATT qualified or Part Qualified with a legal or accountancy background.
The predicted salary is between 40000 - 50000 £ per year.
An exclusive new opportunity has arisen working within an award-winning Private Client team in Bristol for a Trusts Assistant Manager to join to work with an elite portfolio of wealthy clients. This team have had a record year both in terms of client wins and overall profits and are now seeking an entrepreneurial-minded and ambitious individual to provide 1st class advisory services.
Role and responsibilities
This role would suit an individual who has good technical experience in Trusts and is comfortable moving into a mainly client-facing advisory role. You will be working with a portfolio of HNW and UHNW clients and working with wealthy families and estates. The role will be in a consulting capacity and you will be helping in the technical development of the Trusts juniors. You will also have the opportunity to join their acceleration Director programme and will be supported to develop through the ranks to Directorship where there are currently no blockers to reach.
Candidate profile / Qualifications
Suitable candidates will be either ATT qualified or Part Qualified and will come from either a legal background or accountancy firm. You will have an entrepreneurial spirit and will enjoy working closely with clients.
Application
If you feel you have what it takes please email your CV to 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.
Trust Tax Assistant Manager - Top 10 Firm employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Assistant Manager - Top 10 Firm
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of Trust Tax Assistant Manager. Highlight your entrepreneurial spirit and client-facing skills to make a lasting impression.
✨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 take the initiative to connect with us directly.
We think you need these skills to ace Trust Tax Assistant Manager - Top 10 Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trust Tax Assistant Manager role. Highlight your technical experience in Trusts and any client-facing roles you've had, as this will show us you're ready for the challenge.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your entrepreneurial spirit and passion for working with HNW and UHNW clients. Let us know why you’re excited about this opportunity and how you can contribute to our award-winning team.
Showcase Your Qualifications: If you're ATT qualified or part qualified, make sure to mention this prominently in your application. We want to see your qualifications upfront, so don’t be shy about showcasing them!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Pro-Tax
✨Know Your Trusts Inside Out
Make sure you brush up on your technical knowledge of trusts. Be prepared to discuss different types of trusts, their tax implications, and how they can benefit high-net-worth clients. This will show that you're not just familiar with the basics but can provide valuable insights.
✨Showcase Your Client-Facing Skills
Since this role is client-facing, think about examples from your past experiences where you've successfully interacted with clients. Prepare to share stories that highlight your communication skills and ability to build relationships, especially with wealthy families and estates.
✨Demonstrate Your Entrepreneurial Spirit
This firm is looking for someone with an entrepreneurial mindset. Think about how you can bring innovative ideas to the table. Be ready to discuss how you've approached challenges creatively in previous roles or how you plan to contribute to the firm's growth.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team, the Director programme, and the firm's future plans. This shows your genuine interest in the role and helps you assess if it's the right fit for you.