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- Tasks: Manage trusts and estates, ensuring compliance and overseeing accounts and returns.
- Company: High-profile firm with a supportive and sociable culture.
- Benefits: Hybrid working, career progression, and a collaborative team environment.
- Why this job: Join a respected team and make a real impact in private client tax.
- Qualifications: Strong trusts and estates tax experience and excellent communication skills.
- Other info: Opportunity to work with high-net-worth individuals and international clients.
The predicted salary is between 43200 - 72000 £ per year.
Trusts and estates expertise is a key part of the Private Client Tax offering at this high-profile firm. The team continues to grow and now seeks an experienced Trusts professional at Manager level. The incoming individual will oversee a portfolio of trusts and estates, taking responsibility for the review of accounts and returns, as well as overseeing the ongoing compliance requirements. They will also work closely with the partners on ad hoc trust planning projects.
Very much a client and third-party facing role, the position would suit someone with excellent communication and client relationship management skills. Strong trusts and estates tax and accounting experience is a pre-requisite. Experience of advising charity clients would be helpful but is not essential.
In return, the firm offers a genuinely supportive, sociable and collegiate environment in which to pursue one’s career. Their Private Client Tax & Trusts team maintains a high profile internally and is a key service line for the firm. Externally, the team is independently recognised for the quality of its expertise in the private client field.
Based in Birmingham, the role offers hybrid working 2-3 days a week and scope for progression towards Senior Manager grade. This is a great opportunity to join a high-profile Private Client team that has built a strong reputation for advising both UK and international HNWIs and their families.
Trusts & Tax Manager - Birmingham employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Tax Manager - Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to professionals in trusts and estates. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with trusts and estates tax. Share specific examples of how you've managed portfolios or tackled compliance issues to really impress them.
✨Tip Number 3
Practice makes perfect! Before any interview, do some mock interviews with friends or family. Focus on those client relationship management skills and how you can communicate effectively. The more comfortable you are, the better you'll come across!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly shows your enthusiasm and commitment to joining our awesome team!
We think you need these skills to ace Trusts & Tax Manager - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your trusts and estates expertise. We want to see how your experience aligns with the role, so don’t be shy about showcasing your skills in tax and accounting!
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 Private Client Tax & Trusts team. Share specific examples of your client relationship management skills and any relevant projects you've worked on.
Showcase Your Communication Skills: Since this role is client-facing, we need to see your communication prowess. Whether it’s in your CV or cover letter, make sure to highlight instances where you’ve successfully managed client relationships or communicated complex information clearly.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity in our Birmingham office!
How to prepare for a job interview at Taxation
✨Know Your Trusts Inside Out
Make sure you brush up on your trusts and estates knowledge. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will showcase your expertise and experience in the field.
✨Show Off Your Communication Skills
Since this role is client-facing, practice articulating complex tax concepts in a simple way. Think about how you can demonstrate your ability to build relationships with clients during the interview.
✨Prepare for Compliance Questions
Expect questions around compliance requirements and how you've managed them in previous roles. Have examples ready that highlight your attention to detail and your proactive approach to ensuring compliance.
✨Engage with the Team Culture
Research the firm's culture and values. Be ready to discuss how you would fit into their supportive and sociable environment. Showing that you align with their team spirit can set you apart from other candidates.
