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- Tasks: Advise high-net-worth families on trusts and estates while ensuring compliance.
- Company: Leading accountancy firm in London with a focus on client relationships.
- Benefits: Flexible remote work, competitive salary, and additional perks.
- Why this job: Make a real difference for HNW families while enjoying work-life balance.
- Qualifications: Relevant tax or accounting qualification and experience with HNW trusts.
- Other info: Join a dynamic team with opportunities for professional growth.
The predicted salary is between 42000 - 84000 £ per year.
A prominent accountancy firm in London seeks a Trusts Assistant Manager to advise high-net-worth families on trusts and estates. The role involves ensuring compliance for HNW trusts, preparing and reviewing returns, and assisting directors with planning opportunities.
Strong communication skills are vital for this client-facing position. The successful candidate will have a relevant tax or accounting qualification and must demonstrate experience with HNW trusts.
This role offers flexibility to work from home 2-3 days a week and a competitive salary of approximately £50k-£60k plus benefits.
Senior Trusts Advisor for HNW Families | Flexible/Remote employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trusts Advisor for HNW Families | Flexible/Remote
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy and trusts sector. Attend industry events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your experience with HNW trusts and estates. This could include case studies or examples of how you've helped clients in the past. It’ll give you an edge in interviews!
✨Tip Number 3
Practice your communication skills! Since this role is client-facing, being able to explain complex tax and trust concepts clearly is key. Try mock interviews with friends or use online resources to refine your pitch.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Senior Trusts Advisor role. Plus, applying directly shows your enthusiasm and commitment to joining our team. Don’t miss out!
We think you need these skills to ace Senior Trusts Advisor for HNW Families | Flexible/Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with HNW trusts and estates. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant qualifications and past achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Trusts Advisor role. We love seeing genuine enthusiasm, so let your personality come through while keeping it professional.
Showcase Your Communication Skills: Since this is a client-facing position, it’s crucial to demonstrate your strong communication skills. Whether it’s in your CV or cover letter, make sure to highlight experiences where you’ve effectively communicated complex information to clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be set!
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 estates, especially those relevant to high-net-worth families. Be prepared to discuss specific cases or scenarios where you've successfully navigated compliance issues or planning opportunities.
✨Showcase Your Communication Skills
Since this role is client-facing, practice articulating complex tax concepts in a way that's easy for clients to understand. Consider role-playing with a friend or family member to refine your ability to explain technical details clearly and confidently.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about the firm's approach to trusts and estates, their client base, or how they support their employees working flexibly. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Highlight Relevant Experience
Be ready to share specific examples from your past work that demonstrate your experience with HNW trusts. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easier for the interviewers to see your impact and expertise.
