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- Tasks: Provide expert advisory support on trust and succession planning for high-net-worth families.
- Company: High-profile accountancy firm in Greater London with a strong reputation.
- Benefits: Competitive salary of £90k-£110k, plus professional development opportunities.
- Why this job: Join a leading firm and make a significant impact on clients' financial futures.
- Qualifications: CTA and/or STEP qualifications with expertise in trust taxation required.
- Other info: Lead a team of professionals in a dynamic and rewarding environment.
The predicted salary is between 90000 - 110000 £ per year.
A high-profile accountancy firm in Greater London is seeking a senior Trusts and Tax professional. The role focuses on providing advisory support, involving trust planning and succession planning for high-net-worth families.
Key responsibilities include:
- Managing client relationships
- Overseeing a team of trusts professionals
Candidates should hold CTA and/or STEP qualifications with strong expertise in trust taxation. The salary is projected between £90k-£110k per year, based on experience.
Senior Trusts & IHT Advisor — Private Client Lead in London employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trusts & IHT Advisor — Private Client Lead in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy and tax advisory sectors. Attend industry events or webinars to meet potential employers and showcase your expertise in trust taxation.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trust planning and succession strategies. Be ready to discuss real-life scenarios where you've successfully managed client relationships or led a team of trusts professionals.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It shows professionalism and keeps you top of mind.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Trusts & IHT Advisor role. We make it easy for you to showcase your qualifications and experience directly to the hiring team!
We think you need these skills to ace Senior Trusts & IHT Advisor — Private Client Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in trust taxation and client management. We want to see how your skills align with the role, so don’t be shy about showcasing your CTA and/or STEP qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Trusts & IHT Advisor role. Share specific examples of your past successes in managing client relationships and leading teams.
Showcase Your Expertise: Don’t forget to emphasise your strong expertise in trust planning and succession planning. We’re looking for someone who can hit the ground running, so make sure we know about your relevant experience and knowledge!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your knowledge of trust taxation and succession planning. Familiarise yourself with recent changes in legislation and how they impact high-net-worth families. This will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Experience
Prepare to discuss specific examples from your past roles where you've successfully managed client relationships or led a team. Highlight any challenges you faced and how you overcame them, as this will demonstrate your problem-solving skills and leadership abilities.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the firm's approach to trust planning and how they support their clients. This not only shows your interest in the role but also gives you a chance to assess if the firm aligns with your values and career goals.
✨Dress the Part
For a senior position like this, first impressions matter. Dress professionally and appropriately for the interview. A smart appearance can boost your confidence and set a positive tone for the conversation.
