At a Glance
- Tasks: Manage offshore and onshore trusts, prepare accounts, and provide tax planning advice.
- Company: High-quality Private Client team near Tunbridge Wells with a strong reputation.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Work closely with experienced directors and partners in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in trust and tax advisory.
- Qualifications: Experience in trusts and tax planning, with strong communication skills.
The predicted salary is between 70000 - 80000 £ per year.
We are working closely with a high quality Private Client team that advises an impressive HNW UK and international client base from offices near Tunbridge Wells. They are busy, growing and keen to appoint an additional Trusts & Tax adviser at Senior Manager level (c.£70k‐£80k dependent on experience). The incoming individual will work closely with highly experienced directors and partners, providing holistic tax and trusts planning advice.
Responsibilities
- Oversee a portfolio of offshore and onshore trusts
- Review and prepare complex trust accounts and trust tax returns
- Undertake ad‐hoc trust planning projects and advise on related personal tax issues
- Manage third‐party relationships and liaise with beneficiaries
Benefits and Working Arrangements
Hybrid working with scope to work from home 2-3 days a week.
Contact
To find out more, just drop a line to michaelhowells@howellsconsulting.co.uk.
Trusts & Tax Senior Manager - Kent in Royal Tunbridge Wells employer: Taxation
Join a dynamic and supportive Private Client team in Kent, where you will have the opportunity to work with a prestigious portfolio of high-net-worth clients. Our hybrid working model promotes a healthy work-life balance, while our commitment to professional development ensures that you can grow your expertise alongside experienced directors and partners. With a focus on collaboration and innovation, we offer a rewarding environment for those looking to make a meaningful impact in trusts and tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts & Tax Senior Manager - Kent in Royal Tunbridge Wells
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work in trusts and tax. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss complex trust accounts and tax returns confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and show your enthusiasm for the role. It’s a small gesture that can make a big difference.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Trusts & Tax Senior Manager role. Plus, it shows you’re serious about joining our team and makes it easier for us to find your application.
We think you need these skills to ace Trusts & Tax Senior Manager - Kent in Royal Tunbridge Wells
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Trusts & Tax Senior Manager role. Highlight your expertise in managing trusts and tax planning, as well as any relevant 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 our Private Client team. Mention specific experiences that demonstrate your ability to oversee complex trust accounts and manage client relationships.
Showcase Your Soft Skills:In addition to technical skills, we value soft skills like communication and relationship management. Make sure to include examples of how you've successfully liaised with beneficiaries or managed third-party relationships in your application.
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!
How to prepare for a job interview at Taxation
✨Know Your Trusts and Tax Inside Out
Make sure you brush up on your knowledge of trusts and tax regulations, especially those relevant to high-net-worth clients. Be prepared to discuss specific cases or scenarios where you've successfully managed complex trust accounts or tax returns.
✨Showcase Your Advisory Skills
During the interview, highlight your experience in providing holistic tax and trusts planning advice. Think of examples where you've effectively communicated with clients or managed third-party relationships, as this will demonstrate your ability to handle the responsibilities of the role.
✨Prepare for Technical Questions
Expect some technical questions related to trust planning and personal tax issues. Practise articulating your thought process clearly and confidently, as this will show your expertise and problem-solving skills in real-time.
✨Emphasise Your Teamwork and Leadership
Since you'll be working closely with directors and partners, it's crucial to convey your ability to collaborate and lead within a team. Share examples of how you've successfully overseen projects or mentored junior staff, as this will resonate well with the interviewers.
