At a Glance
- Tasks: Manage a portfolio of trusts and estates, reviewing accounts and returns.
- Company: Leading firm in private client tax and trusts advice for UHNWIs.
- Benefits: Hybrid working, career development opportunities, and a supportive environment.
- Other info: Opportunity to progress towards Senior Manager and Director roles.
- Why this job: Join a growing team and make a real impact in trust taxation and estate planning.
- Qualifications: STEP qualified with experience in trust taxation and estate planning.
The predicted salary is between 60000 - 80000 € per year.
Join a firm that is independently recognised as a leading provider of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and they are keen to appoint an additional Trusts & Tax adviser at Manager level.
The role will involve taking responsibility for a portfolio of trusts and estates, acting as the primary point of contact. You'll undertake the review of trust accounts and trust returns prepared by junior staff, prepare more complex returns and work closely with Directors and Partners on ad hoc trust structuring projects.
The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, IHT and estate planning. They will be looking for a modern, supportive environment in which to develop their career towards Senior Manager and Director grades.
The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes.
Trust & Tax Manager, High-Profile Team employer: Taxation
Join a prestigious firm that is renowned for its expertise in private client tax and trusts advice, offering a supportive and modern work environment that fosters professional growth. With a commitment to employee development, you will have the opportunity to advance your career towards Senior Manager and Director levels while enjoying the flexibility of hybrid working arrangements. This role not only provides a chance to work with high-profile clients but also to collaborate closely with experienced Directors and Partners on complex trust structuring projects.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Tax Manager, High-Profile Team
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who are already in trust and tax roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss trust taxation, IHT, and estate planning. We want you to shine when they ask about your experience!
✨Tip Number 3
Showcase your soft skills! Being a Trust & Tax Manager isn’t just about numbers; it’s about communication too. Be ready to demonstrate how you’ve effectively managed client relationships and collaborated with teams.
✨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 take that extra step to engage with us directly.
We think you need these skills to ace Trust & Tax Manager, High-Profile Team
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Trust & Tax Manager role. Highlight your expertise in trust taxation, IHT, and estate planning to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share why you're passionate about working with UHNWIs and how you can contribute to our growing Trusts team. Keep it engaging and personal.
Showcase Your Qualifications:If you're STEP qualified or have CTA qualifications, make them stand out! We love seeing candidates who are committed to their professional development and ready to take on new challenges.
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 any important updates from us!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your knowledge of trust taxation, IHT, and estate planning. Familiarise yourself with the latest regulations and trends in the industry, as well as the specific services the firm offers. This will show that you're not just qualified but genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in managing trusts and estates. Be ready to share specific examples of complex returns you've prepared or projects you've worked on. Highlight how your skills align with the responsibilities of the Trust & Tax Manager position.
✨Ask Insightful Questions
Think of thoughtful questions to ask during the interview. Inquire about the firm's approach to hybrid working, team dynamics, or opportunities for professional development. This demonstrates your enthusiasm for the role and helps you gauge if the firm is the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm is looking for someone who fits into their modern, supportive environment, so being authentic can help you stand out. Show them why you'd be a great addition to their high-profile team!
