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- Tasks: Oversee a high-quality portfolio of trusts, managing accounts, taxation, and administration.
- Company: Respected mid-sized London accountancy firm with a strong reputation in Private Client services.
- Benefits: Competitive salary, flexible hours, and opportunities for career progression.
- Why this job: Join a modern firm and make a real impact in trust management and client relationships.
- Qualifications: STEP qualified with extensive experience in trust taxation and administration.
- Other info: Dynamic team environment with potential to progress to AD and Director grades.
The predicted salary is between 82000 - 92000 £ per year.
Our client is a respected mid-sized London accountancy firm, that has built a strong reputation in the Private Client field. Their team is independently recognised for the strength of its expertise. They advise an impressive HNW client base including on and offshore trusts, estates, family office and probate work.
Their Trusts & Estates team is growing and is keen to appoint an experienced Trusts accountant at Senior Manager level. The role will involve overseeing a high quality portfolio of trusts, their accounts, taxation and administration. The incoming individual will manage a team of trusts professionals and ensure the annual compliance cycle is completed effectively. This will include reviewing complex tax returns and accounts, handling complicated administration issues and performing very much a client-facing relationship management role.
They will also work closely with directors and partners on ad hoc trust planning projects - creation, restructuring and cessation. The successful candidate is likely to be STEP qualified and will certainly have extensive experience of advising on trust taxation, accounts and administration.
For the right person, scope exists to progress on to AD and Director grades. The firm is modern and forward-thinking in its outlook. It is embracing agile working and offers flexible hours where required. Salary will be dependent on experience but is likely to be in the region £82k-£92k + bens.
Senior Trusts Manager - London employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trusts Manager - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who might know someone at the firm. A personal introduction can make all the difference in getting your foot in the door.
✨Tip Number 2
Prepare for the interview by researching the firm’s recent projects and their approach to trust management. This shows you’re genuinely interested and ready to contribute to their success.
✨Tip Number 3
Showcase your leadership skills during the interview. Talk about how you've managed teams and handled complex client relationships in the past. They want to see that you can lead their Trusts & Estates team effectively.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the role can keep you top of mind and show your enthusiasm for joining their forward-thinking team.
We think you need these skills to ace Senior Trusts Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Senior Trusts Manager role. Highlight your expertise in trust taxation, accounts, and administration to catch our eye!
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 growing Trusts & Estates team. Share your passion for client-facing roles and any relevant projects you've worked on.
Showcase Your Qualifications: If you're STEP qualified, make it known! We love seeing candidates who have the right qualifications and experience. Don’t forget to mention any other relevant certifications or training that could set you apart.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you into our system quickly!
How to prepare for a job interview at Taxation
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, estates, and the specific tax implications involved. Be prepared to discuss your experience with HNW clients and how you've managed complex trust portfolios in the past.
✨Showcase Your Leadership Skills
As a Senior Trusts Manager, you'll be overseeing a team. Highlight your leadership experience and provide examples of how you've successfully managed teams in previous roles. Discuss how you motivate and develop your team members.
✨Prepare for Client-Facing Scenarios
Since the role involves client relationship management, think of scenarios where you've had to handle difficult client situations or provide exceptional service. Be ready to share these experiences and how they demonstrate your ability to maintain strong client relationships.
✨Understand the Firm's Culture
Research the firm’s modern and forward-thinking approach. Be ready to discuss how you can contribute to their agile working environment and flexible hours. Show that you align with their values and are excited about the opportunity to grow within the firm.
