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- Tasks: Provide expert trust planning advice and lead a talented team of professionals.
- Company: A prestigious, multi award-winning accountancy firm in Greater London.
- Benefits: Attractive salary package, professional development, and a supportive work environment.
- Other info: Exciting opportunity for career advancement in a dynamic and collaborative setting.
- Why this job: Join a leading firm and make a significant impact in high-net-worth client planning.
- Qualifications: CTA or STEP qualification with strong trust taxation expertise required.
The predicted salary is between 90000 - 110000 £ per year.
Taxation, a high-profile accountancy firm in Greater London, seeks a Senior Trusts and Tax professional to join their multi award-winning Private Client team. This strategic role involves providing trust planning advice and overseeing a team of qualified professionals.
The ideal candidate will have a CTA or STEP qualification, strong trust taxation expertise, and experience in client-facing roles.
The salary range for this position is £90k-£110k p.a.
Senior Trusts & IHT Advisor | UHNW Planning 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 | UHNW Planning Lead in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their values and needs. We want to see you shine!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to build confidence. Focus on articulating your trust taxation expertise and client-facing experience clearly.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior Trusts & IHT Advisor | UHNW Planning 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-facing roles. We want to see how your qualifications, like CTA or STEP, make you the perfect fit for our team.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're passionate about trust planning and how you can contribute to our award-winning Private Client team. Be genuine and let your personality shine through!
Showcase Your Leadership Skills: Since this role involves overseeing a team, don’t forget to mention any leadership experiences you've had. We’re looking for someone who can inspire and guide others, so share those stories with us!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Taxation
✨Know Your Trusts Inside Out
Make sure you brush up on your trust taxation knowledge. Be prepared to discuss specific cases or scenarios where you've successfully advised clients on trusts. This will show your expertise and confidence in the subject matter.
✨Showcase Your Leadership Skills
Since this role involves overseeing a team, be ready to share examples of how you've led teams in the past. Highlight your approach to mentoring and developing talent, as well as how you handle challenges within a team setting.
✨Client-Facing Experience is Key
Prepare to discuss your experience in client-facing roles. Think of instances where you've built strong relationships with clients and how you've tailored your advice to meet their unique needs. This will demonstrate your ability to connect with UHNW clients.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about the firm's approach to trust planning or how they support their team’s professional development. This shows you're genuinely interested and engaged.