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- Tasks: Provide expert advisory support on trust and succession planning for high-net-worth families.
- Company: Prestigious accountancy firm in Greater London with a strong reputation.
- Benefits: Attractive salary, professional development, and a supportive team environment.
- Why this job: Join a leading firm and make a significant impact on clients' financial futures.
- Qualifications: CTA and/or STEP qualifications with expertise in trust taxation required.
- Other info: Opportunity to lead a team and grow your career in a dynamic setting.
The predicted salary is between 90000 - 110000 £ per year.
A high-profile accountancy firm in Greater London is seeking a senior Trusts and Tax professional. The role focuses on providing advisory support, involving trust planning and succession planning for high-net-worth families.
Key responsibilities include managing client relationships and overseeing a team of trusts professionals.
Candidates should hold CTA and/or STEP qualifications with strong expertise in trust taxation. The salary is projected between £90k-£110k per year, based on experience.
Senior Trusts & IHT Advisor — Private Client Lead employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trusts & IHT Advisor — Private Client Lead
✨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 knowledge of trust taxation and succession planning. We recommend practising common interview questions and scenarios related to high-net-worth clients to demonstrate your skills.
✨Tip Number 3
Showcase your leadership abilities! Since this role involves overseeing a team, be ready to discuss your experience in managing professionals and how you can contribute to a collaborative environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s a great way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Trusts & IHT Advisor — Private Client Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in trust taxation and client management. We want to see how your skills align with the role of a Senior Trusts & IHT Advisor, so don’t hold back on showcasing your CTA and/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 high-profile role. We love seeing passion and personality, so let us know what excites you about working with high-net-worth families.
Showcase Your Leadership Skills: Since this role involves overseeing a team, make sure to highlight any leadership experience you have. We want to know how you’ve successfully managed teams in the past and how you can bring that expertise to our firm.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Taxation
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust taxation and succession planning. Be prepared to discuss specific cases or scenarios where you've successfully advised high-net-worth clients. This will show your expertise and confidence in the subject matter.
✨Showcase Your Leadership Skills
Since this role involves overseeing a team, be ready to share examples of how you've managed teams in the past. Highlight your approach to mentoring and developing junior professionals, as well as how you handle challenges within a team setting.
✨Build Rapport with Client Relationships
Demonstrate your ability to manage client relationships effectively. Prepare anecdotes that illustrate how you've built trust with clients and navigated complex situations. This will help convey your interpersonal skills and client-centric approach.
✨Prepare for Technical Questions
Expect technical questions related to trusts and inheritance tax. Review common issues and recent changes in legislation that could impact your clients. Being able to discuss these topics fluently will set you apart as a knowledgeable candidate.
