Senior Trust & Tax Lead for Private Clients

Senior Trust & Tax Lead for Private Clients

Full-Time 60000 - 80000 € / year (est.) No home office possible
Roland White

At a Glance

  • Tasks: Provide trust accounting and tax support for affluent clients.
  • Company: Leading private client firm in Greater London with a supportive culture.
  • Benefits: Work-life balance, social opportunities, and long-term career progression.
  • Other info: Great environment for professional growth and networking.
  • Why this job: Join a dynamic team and make a difference for high-net-worth clients.
  • Qualifications: 5+ years of experience and ACA, ACCA, CTA, or STEP qualification.

The predicted salary is between 60000 - 80000 € per year.

Roland White is seeking a Trust and Tax Manager or Senior Manager for a leading private client firm in Greater London. The role entails providing trust accounting and tax support for a portfolio of affluent clients.

Candidates should have strong trust accounting skills, ideally be ACA, ACCA, CTA, or STEP qualified, and possess a minimum of 5 years of relevant experience.

The firm offers a supportive culture, balance of work and social opportunities, along with long-term progression prospects.

Senior Trust & Tax Lead for Private Clients employer: Roland White

Roland White is an exceptional employer, offering a dynamic work environment in Greater London where employees can thrive both professionally and personally. With a strong emphasis on employee development, a supportive culture, and a healthy work-life balance, the firm provides ample opportunities for long-term career progression while engaging with a diverse portfolio of affluent clients.

Roland White

Contact Detail:

Roland White Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Trust & Tax Lead for Private Clients

Tip Number 1

Network like a pro! Reach out to your connections in the trust and tax field, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.

Tip Number 2

Prepare for those interviews by brushing up on your technical knowledge and current trends in trust accounting and tax. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.

Tip Number 3

Showcase your experience! When you get the chance to chat with potential employers, highlight your relevant experience and how it aligns with their needs. We want to see you shine and demonstrate why you’re the perfect fit for their team.

Tip Number 4

Don’t forget to apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for talented individuals like you to join our community.

We think you need these skills to ace Senior Trust & Tax Lead for Private Clients

Trust Accounting Skills
Tax Support
ACA Qualification
ACCA Qualification
CTA Qualification
STEP Qualification
Portfolio Management

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your trust accounting skills and relevant qualifications like ACA, ACCA, CTA, or STEP. We want to see how your experience aligns with the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Trust & Tax Lead position. Share your passion for working with affluent clients and how you can contribute to our supportive culture.

Showcase Your Experience:With a minimum of 5 years of relevant experience required, make sure to detail your past roles and responsibilities. We love seeing specific examples of how you've provided trust accounting and tax support in your previous positions.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process. Let’s get started on this journey together!

How to prepare for a job interview at Roland White

Know Your Trust Accounting Inside Out

Make sure you brush up on your trust accounting skills before the interview. Be prepared to discuss specific cases or scenarios where you've successfully managed trust accounts, as this will demonstrate your expertise and experience in the field.

Showcase Your Qualifications

Since the role requires ACA, ACCA, CTA, or STEP qualifications, be ready to highlight how your qualifications align with the job. Share examples of how your training has directly contributed to your success in previous roles, especially in managing affluent clients.

Understand the Firm's Culture

Research the firm’s culture and values. During the interview, express how you appreciate their supportive environment and work-life balance. This shows that you’re not just looking for a job, but a place where you can thrive and contribute positively.

Prepare Questions About Progression

Since the firm offers long-term progression prospects, prepare thoughtful questions about career development opportunities. This demonstrates your ambition and interest in growing with the company, which is something they’ll likely value in a candidate.