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- Tasks: Manage high-net-worth trusts and estates, ensuring compliance and client satisfaction.
- Company: Reputable mid-sized accountancy firm known for its expertise in private client services.
- Benefits: Competitive salary, career progression opportunities, and a supportive team environment.
- Why this job: Join a thriving team and make a real impact on clients' financial futures.
- Qualifications: Strong communication skills and knowledge of trusts and estates; CTA or STEP qualification preferred.
- Other info: Exciting growth potential to Senior Manager role within a dynamic team.
The predicted salary is between 62000 - 72000 £ per year.
Oversee a portfolio of HNW trusts and estates, as the clients' primary point of contact. Working with junior advisers, you'll review trust accounts and returns, oversee annual compliance and manage all key client relationships.
We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.
You'll work closely with partners on annual compliance, client relationship management and advising on ad hoc trust planning projects. As a primary client (and third-party) relationship manager, you'll need excellent communication skills, as well as strong technical knowledge of trusts, estates and associated taxation. The CTA and/or STEP qualification would be helpful.
This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region c.£62k-£72k + bens.
To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 710. Alternatively, simply apply below:
Trusts Manager - London employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Trusts Manager role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your technical knowledge of trusts, estates, and taxation. Be ready to discuss your experience managing client relationships and compliance – it’s all about showcasing your expertise.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities that fit your skills and aspirations, and make sure to tailor your approach to each firm.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your communication skills, which are key for a Trusts Manager.
We think you need these skills to ace Trusts Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts Manager role. Highlight your experience with HNW trusts and estates, and don’t forget to showcase your communication skills and technical knowledge of trusts and taxation.
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 team. Mention your qualifications, like CTA or STEP, and how they relate to the role. Keep it engaging and professional!
Showcase Your Client Management Skills: Since this role involves managing key client relationships, make sure to provide examples of how you've successfully managed client interactions in the past. This will demonstrate your ability to be the primary point of contact.
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 get you on our radar 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 associated taxation. Be prepared to discuss specific cases or scenarios where you've applied this knowledge. This will show that you're not just familiar with the theory but can also apply it practically.
✨Showcase Your Communication Skills
As a Trusts Manager, you'll be the primary point of contact for clients. Practice articulating complex information clearly and concisely. Consider role-playing with a friend to simulate client interactions, focusing on how you would explain trust management and compliance in layman's terms.
✨Demonstrate Your Relationship Management Skills
Think of examples from your past experiences where you've successfully managed client relationships. Be ready to discuss how you handle difficult conversations or resolve conflicts, as this will highlight your ability to maintain strong client connections.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm's growth plans, team dynamics, and expectations for the Trusts Manager role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
