At a Glance
- Tasks: Provide expert trust planning advice and manage client relationships for high-net-worth families.
- Company: Join a multi award-winning accountancy firm with a stellar reputation.
- Benefits: Competitive salary, career progression, and the chance to lead a talented team.
- Other info: Opportunity to work closely with respected Private Client Tax Partners.
- 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 strong trust taxation knowledge.
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 professional, 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.
- To find out more about this opportunity please email
- #J-18808-Ljbffr
Trusts & IHT Planning Associate Director in London employer: Taxation
Taxation in Manchester is an exceptional employer, offering a dynamic work culture that prioritises employee development and collaboration. With a competitive salary and benefits package, including a clear progression path to Tax Manager, employees enjoy the flexibility of a hybrid working model while engaging with high-net-worth clients in a supportive environment that fosters professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts & IHT Planning Associate Director in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Taxation. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trusts & IHT Planning Associate Director in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Taxation.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Taxation's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Taxation
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Taxation.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Taxation will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Taxation employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
