Hybrid Trusts Senior - Advising HNW Families in London

Hybrid Trusts Senior - Advising HNW Families in London

London Full-Time 49500 - 60500 £ / year (est.) Hybrid
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At a Glance

  • Tasks: Advise high-net-worth families on trusts and estates while ensuring compliance.
  • Company: Prominent London accountancy firm with a strong reputation.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Join a dynamic team with opportunities for career advancement.
  • Why this job: Make a real difference in the lives of HNW families through expert advice.
  • Qualifications: Experience in trust and estate management is essential.

The predicted salary is between 49500 - 60500 £ per year.

Prominent London accountancy firm seeks a Trusts Senior to advise HNW families, their trusts and estates. You’ll join a team of Trusts professionals, tasked with ensuring that the annual tax and accounts compliance on a portfolio of HNW trusts is completed effectively.

The role will involve the preparation and review of trust and estate returns, trust accounts and associated administration. You’ll also assist directors and partners with identifying and advising on ad hoc trust planning.

Hybrid Trusts Senior - Advising HNW Families in London employer: Taxation

Taxation in Manchester is an exceptional employer, offering a dynamic work culture that prioritises employee development and collaboration. With a competitive salary and benefits package, including a clear progression path to Tax Manager, employees enjoy the flexibility of a hybrid working model while engaging with high-net-worth clients in a supportive environment that fosters professional growth.

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Contact Details:

Taxation Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Hybrid Trusts Senior - Advising HNW Families in London

✨Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

✨Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Taxation. You never know who might be your next boss or a crucial contact!

✨Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Taxation.

✨Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Taxation. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace Hybrid Trusts Senior - Advising HNW Families in London

Trusts and Estates Knowledge
Tax Compliance
Accountancy Skills
Preparation of Trust Returns
Review of Trust Accounts
Portfolio Management
Advisory Skills

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Taxation and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Taxation how you can be a team player!

How to prepare for a job interview at Taxation

✨Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

✨Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Taxation.

✨Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

✨Connect with Company Goals

Familiarise yourself with Taxation's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!