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- Tasks: Provide expert trust planning advice and manage client relationships.
- Company: High-profile accountancy firm in Greater London with a strong reputation.
- Benefits: Competitive salary of £90k-£110k and opportunities for career progression.
- Why this job: Lead a team and progress to Director level in a dynamic environment.
- Qualifications: CTA and/or STEP qualified with experience in trusts and tax.
- Other info: Join a prestigious firm and make a significant impact in succession planning.
The predicted salary is between 90000 - 110000 £ per year.
A high-profile accountancy firm in Greater London seeks a senior Trusts and Tax professional. The ideal candidate will provide trust planning advice, manage client relationships, and oversee a team of trusts professionals. This role offers the opportunity to progress to Director level and is suited for CTA and/or STEP qualified candidates. Competitive salary expected between £90k-£110k per annum. Interested applicants should email michaelhowells@howellsconsulting.co.uk or apply directly.
Senior Trusts & IHT Advisor | UHNW Succession 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 Succession Planning Lead in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy and tax sectors. Attend industry events or webinars to meet potential employers and showcase your expertise in trusts and IHT.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss specific cases where you've successfully managed client relationships or provided trust planning advice. We want you to shine!
✨Tip Number 3
Showcase your leadership skills! If you're overseeing a team, be prepared to talk about how you've developed others and driven results. Highlighting your ability to lead will set you apart from the competition.
✨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 are proactive and engaged with our platform.
We think you need these skills to ace Senior Trusts & IHT Advisor | UHNW Succession Planning Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Senior Trusts & IHT Advisor. Highlight your relevant experience in trust planning and client management, and don’t forget to mention your CTA 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 this role. Share specific examples of how you've successfully managed client relationships and led teams in the past.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and specific outcomes to demonstrate how you’ve added value in previous roles, especially in trust and tax advisory.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Taxation
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and inheritance tax. Be prepared to discuss specific cases or scenarios where you've successfully advised clients. This shows your expertise and helps build trust with the interviewers.
✨Showcase Your Client Management Skills
Since this role involves managing client relationships, think of examples where you've excelled in this area. Prepare to share stories that highlight your ability to understand client needs and deliver tailored solutions.
✨Demonstrate Leadership Experience
As you'll be overseeing a team, it's crucial to convey your leadership style. Think about times when you've led a project or mentored colleagues. Be ready to discuss how you motivate and develop your team members.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm's approach to succession planning and their expectations for the role. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
