At a Glance
- Tasks: Prepare trust accounts and tax returns while advising high-profile clients.
- Company: Leading private client firm known for its supportive and friendly culture.
- Benefits: Career progression, work-life balance, and a rewarding environment.
- Other info: Join a dynamic team with excellent long-term career prospects.
- Why this job: Become a go-to specialist in trust accounting and taxation with real impact.
- Qualifications: 5+ years of trust experience; ACA, ACCA, CTA or STEP qualified preferred.
The predicted salary is between 55000 - 70000 £ per year.
Roland White has been exclusively engaged by one of the UK's leading Private Client Firms to undertake a search for a new Trust and Tax Manager or Senior Manager. The firm we are supporting are one of the leading private client specialists in the UK and provide a range of finance, wealth and advisory services to some of the most exclusive and affluent individuals, families and corporate companies from around the world.
Working directly with the firm's senior leadership, the successful individual will be tasked with providing trust accounting and tax support to a high calibre portfolio of existing private clients. The role will also involve a mix of personal/private client focused tax work in relation to trusts. A real differentiator for this opportunity is the chance to become the go-to specialist in the firm for trust accounting and taxation matters. You will be able to progress your experience, knowledge and position whilst supporting junior colleagues and being supported directly by Partners.
The firm is known for its supportive and friendly culture which offers a good balance of work and social opportunities along with development, progression and reward. This has seen many of the firm's colleagues dedicate significant periods of their careers to the business.
If you are an accountant with strong trust accounting and tax experience, please don't hesitate to get in touch and/or apply!
Key Responsibilities- Preparation of trust accounts and tax returns
- Preparation of tax computations for clients including the likes of inheritance and capital gains in respect of UK trusts
- Registration and maintenance of trust registrations
- Preparation of estate tax returns
- Provide advice to clients and liaise with business service providers such as lawyers and intermediaries
- Overall provision of a mix of trust focused compliance and advisory support to high profile clients as well as the wider team
- Preferably ACA, ACCA, CTA or STEP Qualified
- At least 5 years of trust experience with a good understanding of different trust types and their tax treatments/reliefs
- A good understanding of estate accounts and taxation
- An understanding of overseas trusts is desirable
This is an excellent opportunity for an aspiring trust accounting and tax professional to carve out a strong career with one of the most sought after private client firms in the UK. If you are looking for a next step into a specialist team that offers real long term progression prospects based on merit, please don't hesitate to apply or get in touch.
Trust & Tax Manager in London employer: Roland White
Join one of the UK's leading Private Client Firms as a Trust & Tax Manager, where you will thrive in a supportive and friendly culture that values work-life balance and professional growth. With opportunities to become a go-to specialist in trust accounting and taxation, you will benefit from direct mentorship by Partners and the chance to develop your skills while supporting junior colleagues. This firm is dedicated to rewarding commitment and fostering long-term careers, making it an exceptional place for talented professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Tax Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Roland White. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust & Tax Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Roland White.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Roland White's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Roland White
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Roland White.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Roland White will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Roland White employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
