Trust & Tax Manager

Trust & Tax Manager

Full-Time 60000 - 80000 £ / year (est.) No working from home possible
Roland White

At a Glance

  • Tasks: Manage trust accounting and tax support for high-profile clients.
  • Company: Leading UK Private Client Firm with a supportive culture.
  • Benefits: Career progression, mentorship from Partners, and a balanced work-life environment.
  • Other info: Join a friendly team dedicated to long-term career growth.
  • Why this job: Become the go-to expert in trust accounting and taxation while making a real impact.
  • Qualifications: Strong experience in trust accounting and tax.

The predicted salary is between 60000 - 80000 £ 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!

Trust & Tax Manager employer: Roland White

As a leading Private Client Firm in the UK, we pride ourselves on fostering a supportive and friendly work culture that prioritises employee development and progression. Our Trust & Tax Manager role offers the unique opportunity to become a specialist in trust accounting and taxation while working closely with senior leadership and mentoring junior colleagues. With a strong emphasis on work-life balance and rewarding career paths, we are committed to creating a meaningful and fulfilling environment for our employees.

Roland White

Contact Details:

Roland White Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Trust & Tax Manager

Tip Number 1

Network like a pro! Reach out to your connections in the finance and tax sectors. Attend industry events or webinars where you can meet potential employers or colleagues who might know of openings. Remember, it’s all about who you know!

Tip Number 2

Showcase your expertise! Create a personal brand on platforms like LinkedIn. Share insights on trust accounting and tax matters, and engage with relevant content. This will position you as a knowledgeable candidate and attract attention from recruiters.

Tip Number 3

Prepare for interviews by researching the firm thoroughly. Understand their culture, values, and the specific challenges they face in trust and tax management. Tailor your responses to show how you can add value and fit into their team.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for?

We think you need these skills to ace Trust & Tax Manager

Trust Accounting
Tax Support
Private Client Taxation
Portfolio Management
Client Relationship Management
Advisory Services
Accounting Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Trust & Tax Manager role. Highlight your relevant experience in trust accounting and tax support, and don’t forget to showcase any work with private clients. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with what we’re looking for. Be genuine and let your personality come through – we love to see that!

Showcase Your Expertise:In your application, make sure to highlight specific examples of your trust accounting and taxation experience. We’re looking for someone who can be our go-to specialist, so don’t hold back on sharing your achievements and knowledge!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our supportive and friendly culture!

How to prepare for a job interview at Roland White

Know Your Trusts and Taxes

Make sure you brush up on your trust accounting and tax knowledge before the interview. Familiarise yourself with the latest regulations and practices in the field, as well as any specific services the firm offers. This will show that you're not just interested in the role, but that you’re genuinely passionate about the subject matter.

Showcase Your Experience

Prepare to discuss your previous experience in trust accounting and tax work. Have specific examples ready that highlight your skills and successes. This could include how you've managed complex portfolios or supported clients through challenging tax situations. The more concrete your examples, the better!

Emphasise Teamwork and Mentorship

Since the role involves supporting junior colleagues, be ready to talk about your experience in mentoring or collaborating with others. Share instances where you've helped team members grow or contributed to a positive team environment. This aligns perfectly with the firm's supportive culture.

Ask Insightful Questions

Prepare thoughtful questions to ask during the interview. Inquire about the firm's approach to client relationships or how they support professional development. This not only shows your interest in the role but also helps you gauge if the firm’s values align with yours.