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- Tasks: Manage a diverse portfolio of clients, focusing on trusts and tax compliance.
- Company: Join a growing mid-tier accounting firm in St. Albans with a passion for trusts.
- Benefits: Enjoy hybrid working, 28 days holiday, private medical insurance, and a pension scheme.
- Why this job: This role offers exposure to interesting clients and the chance to develop your own portfolio.
- Qualifications: CTA and/or STEP qualified preferred; experience with charitable trusts is a plus.
- Other info: We value diversity and encourage all backgrounds to apply.
The predicted salary is between 60000 - 70000 £ per year.
Are you a Private Client Tax Manager who is looking to focus more on Trusts? If so, this Trust Manager opportunity with a growing mid-tier accounting firm in St. Albans could be your perfect opportunity. This Trust Manager role is the perfect opportunity for somebody who has a passion for Trusts. Reporting directly into the Director and Partner, you will have an interesting and varied portfolio of clients that include charitable trusts. The salary on offer for this role is £60,000 - £70,000 depending upon experience. The Trust Manager vacancy is available due to organic growth and an increase in work specifically within Trusts. This opportunity will not only give you exposure and experience but will allow you to develop your team and increase your own portfolio.
Key Responsibilities:
- Managing a varied portfolio of clients including charitable trusts
- Ensuring key deadlines for annual accounts and tax compliance are met
- Assisting with tax advisory work, including high level taxation and advice regarding inheritance tax
Experience Required:
- CTA and/or STEP qualified or equivalent
- Experience of charitable trusts, probate work and estate accounts would be advantageous but not essential
Benefits Include:
- Hybrid and Flexible working (3 days in the office)
- 28 days holiday + BH
- Up to 5% Pension
- Private medical insurance
- Public parking available or a short walk from the train station
If this Trust Manager opportunity in a growing firm sounds perfect for you, then APPLY NOW…..
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Trusts Manager employer: Rutherford Briant
Contact Detail:
Rutherford Briant Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager
✨Tip Number 1
Network with professionals in the trusts and estates sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 2
Stay updated on the latest developments in trust law and tax regulations. This knowledge will not only help you in interviews but also demonstrate your passion for the field, making you a more attractive candidate.
✨Tip Number 3
Consider reaching out to current employees at our firm or similar firms to learn about their experiences. This can give you valuable insights into the company culture and expectations, which you can leverage during your discussions.
✨Tip Number 4
Prepare specific examples of your experience with trusts and how you've managed client portfolios in the past. Being able to articulate your hands-on experience will set you apart from other candidates.
We think you need these skills to ace Trusts Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with trusts and any relevant qualifications such as CTA or STEP. Emphasise your skills in managing client portfolios and tax compliance.
Craft a Compelling Cover Letter: In your cover letter, express your passion for trusts and explain why this role excites you. Mention specific experiences that demonstrate your ability to manage charitable trusts and provide tax advisory work.
Highlight Relevant Experience: When detailing your work history, focus on roles where you've dealt with trusts, probate work, or estate accounts. Use quantifiable achievements to showcase your impact in previous positions.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the accounting field.
How to prepare for a job interview at Rutherford Briant
✨Show Your Passion for Trusts
Make sure to express your enthusiasm for working with trusts during the interview. Share specific examples of your experience and what excites you about this area of tax management.
✨Demonstrate Your Technical Knowledge
Be prepared to discuss your understanding of key tax compliance issues, especially those related to charitable trusts and inheritance tax. Brush up on relevant legislation and be ready to answer technical questions.
✨Highlight Your Client Management Skills
Since the role involves managing a varied portfolio of clients, share examples of how you've successfully managed client relationships in the past. Discuss your approach to ensuring deadlines are met and providing excellent service.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to trusts and their growth plans. This shows your interest in the role and helps you assess if the company aligns with your career goals.
