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- Tasks: Lead a dynamic Trusts team, managing compliance and delivering expert tax advice.
- Company: Join a prestigious firm with a strong focus on personal tax and client care.
- Benefits: Enjoy 25 days holiday, hybrid working, and a range of health and wellness perks.
- Why this job: Make a real impact in a high-performing team while advancing your career.
- Qualifications: CTA qualified preferred; STEP qualification and trust accounting knowledge are a plus.
- Other info: Embrace a culture of inclusivity and support for diverse journeys.
The predicted salary is between 43200 - 72000 £ per year.
The Trusts team is a busy department of the firm within a large Private Client team dealing with a variety of trust work including preparing trust and estate accounts, trust and estate tax returns, and reporting inheritance tax events for over 500 trusts and estates.
We are looking for a Senior Manager to oversee and run the Trusts team and work together with the Private Client Partners delivering complex tax advice. In this role, you will oversee the management and delivery of all trust compliance and reporting work, ensuring deadlines are met and high-quality standards are maintained. This is a hands-on leadership role offering the opportunity to make a significant impact within a busy and high-performing team, with the opportunity for progression within a large and award-winning Private Client team.
Key Responsibilities- Monitoring all trusts to ensure the IHT compliance is actioned promptly, being ten yearly charges, exit charges and chargeable lifetime transfers
- Preparation of IHT returns for trusts and lifetime transfers
- Preparation of annual trust accounts for UK and offshore trusts, including charitable trusts
- Reviewing work prepared by more junior team members
- Training, supervising and mentoring junior team members, including annual appraisals
- Ensuring the department workload is accurately scheduled and managed over the course of a compliance season
- Delivering technical trust support and advice to colleagues and Partners
- Working with the Private Client Partners to identify ways to modernise and improve existing practices
- Represent the firm within the existing Sumer group for Trusts expertise
The successful candidate should ideally be CTA qualified and although not essential, STEP qualified and an understanding of Trust accounting would be advantageous. You should demonstrate the following qualities:
- Excellent attention to detail
- A proactive attitude
- The ability to work successfully in a team
- The ability to work under pressure where necessary
- Excellent communication skills
- Excellent organisational skills
The ideal candidate should possess strong experience in the areas shown above.
Job Benefits- 25 days holiday on commencement + bank holidays (some of which are flexible)
- Buying and Selling Holiday Scheme
- Hybrid working policy – at least 2 days in the office a week, with a core hours system in place
- Life Assurance 4x annual salary
- Income protection
- PHI (Permanent Health Insurance)
- Health Cash Plan
- Enhanced maternity and paternity packages
- Season Ticket Loan (after qualifying period)
- Discounted Gym Membership
- Discounted Tastecard
- Perkbox Membership
- Pension Scheme
- Cycle voucher scheme
At Sumer, we know everyone's journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.
Our values represent what matters most to us and guide how we work every day:
- We Shine Together
- We Do the Right Thing
- We Make It Count
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
Trust Senior Manager in London employer: Sumer Group Holdings Limited
Contact Detail:
Sumer Group Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Senior Manager in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to current employees at Sumer. Building relationships can open doors that a CV just can't.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with trust compliance and tax advice. Use specific examples to demonstrate how you've made an impact in previous roles.
✨Prepare for the Interview
Do your homework on Sumer and the Trusts team. Understand their values and recent projects. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Apply Through Our Website
Don't forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're keen on joining us at Sumer.
We think you need these skills to ace Trust Senior Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in trust compliance and management, as well as any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Trusts Senior Manager role. Share specific examples of your leadership experience and how you've successfully managed teams in the past.
Showcase Your Attention to Detail: Since this role requires excellent attention to detail, make sure your application is free from typos and errors. A polished application shows us you take pride in your work!
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’re considered for the role without any hiccups.
How to prepare for a job interview at Sumer Group Holdings Limited
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust compliance, inheritance tax, and the specific responsibilities outlined in the job description. Being able to discuss these topics confidently will show that you're not just familiar with the basics but are ready to take on the complexities of the role.
✨Showcase Your Leadership Skills
As a Senior Manager, you'll be expected to lead and mentor junior team members. Prepare examples from your past experiences where you've successfully managed a team or improved processes. This will demonstrate your ability to oversee the Trusts team effectively.
✨Prepare for Technical Questions
Expect to face technical questions related to trust accounting and tax returns. Brush up on the latest regulations and best practices in the field. Being well-prepared will help you answer confidently and show your expertise.
✨Emphasise Your Communication Skills
Excellent communication is key in this role, especially when working with Private Client Partners. Think of instances where you've had to explain complex information clearly or collaborate with others. Highlighting these experiences will show that you can convey important information effectively.