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- Tasks: Manage trusts and tax returns for high-net-worth clients in a dynamic environment.
- Company: Prestigious private client firm located in central London.
- Benefits: Hybrid working, strong career progression, and support for STEP qualification.
- Why this job: Join a leading firm and make a real difference in wealth management for families.
- Qualifications: Experience in client-facing roles and knowledge of trust and tax administration.
- Other info: Opportunity to work 2-3 days from home while advancing your career.
The predicted salary is between 48000 - 72000 £ per year.
A high-end private client firm in central London is seeking a Trust & Tax Senior to manage a portfolio of trusts, handling their administration and tax returns. The ideal candidate will have experience in a client-facing role and will support HNW/UHNW families in their wealth management.
The firm offers a strong progression path and the opportunity for hybrid working, allowing for 2-3 days from home. Full support will be provided for STEP qualification if desired.
Hybrid Trust & Tax Senior — Private Client Specialist employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Trust & Tax Senior — Private Client Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the trust and tax sector, especially those who work with HNW/UHNW clients. A personal recommendation can make all the difference in landing that dream role.
✨Tip Number 2
Prepare for the interview by brushing up on your client-facing skills. Think about how you can demonstrate your experience managing portfolios and handling tax returns. We want to see you shine!
✨Tip Number 3
Show your enthusiasm for hybrid working! Be ready to discuss how you can balance working from home and in the office effectively. Flexibility is key, and we love candidates who can adapt.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, especially if you’re keen on STEP qualification.
We think you need these skills to ace Hybrid Trust & Tax Senior — Private Client Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing trusts and tax returns. We want to see how you've supported HNW/UHNW families, so don’t hold back on those client-facing 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 this role. Mention your passion for wealth management and how you can contribute to our team at StudySmarter.
Showcase Your Qualifications: If you have any relevant qualifications or are pursuing STEP, make sure to mention them. We value continuous learning and want to know how you plan to grow with us in this hybrid role.
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 this exciting opportunity with our firm!
How to prepare for a job interview at Taxation
✨Know Your Trusts and Taxes
Make sure you brush up on your knowledge of trusts and tax regulations, especially those relevant to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Being able to discuss specific cases or scenarios will show your expertise and confidence in handling their portfolios.
✨Showcase Your Client-Facing Skills
Since this role involves a lot of interaction with clients, prepare examples that highlight your experience in client-facing roles. Think about times when you successfully managed client expectations or resolved issues, as these stories will demonstrate your ability to build strong relationships.
✨Emphasise Your Adaptability
With the hybrid working model in place, it’s important to convey your adaptability and self-motivation. Be ready to discuss how you manage your time effectively while working from home and how you maintain communication with your team and clients in a remote setting.
✨Express Your Ambition for Growth
The firm offers a strong progression path, so make sure to express your ambition for professional development. If you're interested in pursuing STEP qualification, mention this during the interview and explain how it aligns with your career goals and the value it would bring to the firm.
