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- Tasks: Provide expert tax and trusts planning advice for high-net-worth clients.
- Company: Reputable financial advisory firm with a focus on client success.
- Benefits: Competitive salary, hybrid working, and work-life balance.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in trusts and tax management, with strong analytical skills.
- Other info: Opportunity for professional growth in a supportive environment.
The predicted salary is between 70000 - 80000 £ per year.
A financial advisory firm near Tunbridge Wells is looking for a Senior Manager Trusts & Tax adviser to provide comprehensive tax and trusts planning advice. You will manage a diverse portfolio of offshore and onshore trusts, prepare complex accounts and tax returns, and engage in high-end trust planning.
This role offers a competitive salary between £70k-£80k and the flexibility of hybrid working, allowing you to work from home 2-3 days a week.
Senior Trusts & Tax Manager — Hybrid, HNW Private Clients employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trusts & Tax Manager — Hybrid, HNW Private Clients
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who work with trusts and tax. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your expertise! When you get the chance to meet potential employers or attend industry events, don’t hold back on sharing your knowledge about trusts and tax planning. We want to see your passion and skills shine through!
✨Tip Number 3
Prepare for interviews by brushing up on the latest trends in tax and trust management. We recommend having a few case studies or examples ready to discuss how you've tackled complex issues in the past. It’ll show you’re the right fit for the role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Senior Trusts & Tax Manager — Hybrid, HNW Private Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Trusts & Tax Manager role. Highlight your experience with offshore and onshore trusts, and any relevant tax planning expertise. We want to see how your skills match what we're looking for!
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 role. Share specific examples of your past work in trust management and tax advice that demonstrate your capabilities.
Showcase Your Technical Skills: Since this role involves preparing complex accounts and tax returns, make sure to showcase your technical skills. Mention any software or tools you’re proficient in that are relevant to tax and trust management.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of 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 Tax and Trusts Inside Out
Make sure you brush up on the latest tax regulations and trust laws relevant to high-net-worth clients. Being able to discuss recent changes or trends in the industry will show your expertise and commitment to staying informed.
✨Showcase Your Portfolio Management Skills
Prepare examples of how you've successfully managed diverse portfolios in the past. Highlight specific challenges you faced and how you overcame them, as this will demonstrate your problem-solving abilities and experience in handling complex cases.
✨Emphasise Your Client Engagement Experience
Since this role involves working closely with clients, be ready to discuss your approach to building and maintaining client relationships. Share anecdotes that illustrate your communication skills and ability to tailor advice to meet individual client needs.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to trusts and tax planning, as well as their client base. This not only shows your interest in the role but also helps you gauge if the firm aligns with your professional values and goals.
