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- Tasks: Manage trusts and tax returns while supporting high-net-worth families.
- Company: Join a prestigious Private Client team in London with a focus on excellence.
- Benefits: Hybrid working, STEP qualification support, and career progression opportunities.
- Other info: Enjoy a flexible work environment with potential for managerial growth.
- Why this job: Make a real difference for HNW/UHNW families while advancing your career.
- Qualifications: Experience in trust management and strong client-facing skills.
The predicted salary is between 55000 - 65000 £ per year.
Taxation is seeking an experienced Trust & Tax Senior to join their high-end Private Client team in London. This role involves managing a portfolio of trusts, overseeing their administration, accounts, and tax return preparation, while also providing support to HNW/UHNW families. Strong client-facing skills and experience are crucial.
The position allows for hybrid working, with options to work from home 2-3 days a week. Full support for STEP qualification provided, fostering career progression towards managerial roles.
Private Client Trusts & Tax Senior — Hybrid in London employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Trusts & Tax Senior — Hybrid in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage with professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream role.
✨Tip Number 2
Prepare for those interviews! Research the company and the specific team you'll be joining. We recommend practising common interview questions and even role-playing with a friend to boost your confidence. Show them you’re the perfect fit for their Private Client team!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role. We love a proactive candidate!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way as you aim for that Trust & Tax Senior position.
We think you need these skills to ace Private Client Trusts & Tax Senior — Hybrid in London
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience in managing trusts and tax returns. We want to see how you've supported HNW/UHNW families in the past, so don’t hold back on those details!
Client-Facing Skills Matter: Since this role is all about client interaction, let us know about your strong client-facing skills. Share examples of how you've built relationships and provided excellent service to clients in your previous roles.
Tailor Your Application: Make your application stand out by tailoring it to our job description. Use keywords from the listing, like 'trusts', 'administration', and 'tax return preparation' to show that you’re a perfect fit for our Private Client team.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!
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 and ultra-high-net-worth clients. Being able to discuss specific cases or recent changes in legislation will show that you're not just familiar with the basics but are genuinely engaged with the field.
✨Showcase Your Client-Facing Skills
Since this role requires strong client-facing skills, prepare examples from your past experiences where you've successfully managed client relationships. Think about how you handled difficult situations or provided exceptional service, as these stories will highlight your suitability for the position.
✨Emphasise Your Teamwork and Leadership Potential
Even if you're applying for a senior role, it's important to demonstrate your ability to work well within a team. Discuss any experiences where you've led projects or collaborated effectively with colleagues, as this will align with the company's focus on career progression and support for STEP qualification.
✨Prepare Questions About Hybrid Working
Since the position offers hybrid working options, come prepared with questions about how the team manages remote work and collaboration. This shows that you're thinking about how to integrate into their culture and ensures you understand their expectations for both in-office and remote work.