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- Tasks: Provide expert trust planning advice and manage client relationships for UHNW families.
- Company: Join a multi award-winning accountancy firm with a high-profile Private Client team.
- Benefits: Competitive salary, career progression opportunities, and a supportive work environment.
- Why this job: Make a real impact in the world of trusts and tax while advancing your career.
- Qualifications: CTA and/or STEP qualified with experience in trusts and tax management.
- Other info: Lead a talented team and engage in business development initiatives.
The predicted salary is between 90000 - 110000 £ per year.
A rare opportunity for a senior Trusts and Tax professional to join the multi award-winning Private Client team of a high-profile accountancy firm. This is a strategic appointment working closely with some of London's most respected Private Client Tax Partners. The role is advisory focused and will involve a number of key elements:
- Provision of ad hoc trust planning advice (both on and offshore trusts), requiring strong trust taxation, structuring and accounting knowledge.
- Advising on succession-planning for UHNW multi-generational families.
- Acting as a key technical resource for IHT planning matters.
- Performing very much a client-facing relationship management role.
- Acting as the principal point of contact for trustees and third party advisors.
- Overseeing a team of experienced and qualified trusts professionals, their workload, profitability, development and training.
- Assisting partners with private client networking and business development initiatives.
The role would suit a CTA and/or STEP qualified Trusts & Tax Senior Manager seeking a new challenge and the opportunity to progress their career towards Director, within a firm where Private Client Services maintain an extremely high profile.
Salary dependent on experience but likely to be in the region £90k-£110k p.a.
Trusts & IHT Associate Director in London employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & IHT Associate Director 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 those interviews! Research the firm and its culture, and think about how your skills in trust taxation and client management can add value. Practise common interview questions so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email to express your appreciation and reiterate your interest. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Trusts & IHT Associate Director in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trusts & IHT Associate Director role. Highlight your expertise in trust taxation and client management, as these are key elements of the position.
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. Mention specific experiences that demonstrate your advisory skills and ability to manage client relationships effectively.
Showcase Your Qualifications: Since the role requires CTA and/or STEP qualifications, make sure to prominently display these in your application. We want to see how your qualifications set you apart from other candidates!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Taxation
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of both onshore and offshore trusts. Be prepared to discuss specific cases where you've provided trust planning advice, as this will showcase your expertise and understanding of the complexities involved.
✨Showcase Your Client Management Skills
Since the role involves a client-facing relationship management aspect, think of examples where you've successfully managed client relationships. Highlight how you've built trust with clients and navigated challenging situations, as this will demonstrate your ability to handle high-net-worth individuals.
✨Prepare for Technical Questions
Expect to be quizzed on IHT planning matters and succession planning for multi-generational families. Brush up on recent changes in legislation and be ready to discuss how these might impact your clients. This will show that you're not just knowledgeable but also proactive in staying updated.
✨Demonstrate Leadership Potential
As you'll be overseeing a team, think about your leadership style and how you've developed others in previous roles. Be ready to share specific examples of how you've managed workloads and contributed to team development, as this will highlight your readiness for a director-level position.
