At a Glance
- Tasks: Manage high-value trusts and provide expert advice to a multi-generational family.
- Company: Join a prestigious private family office in central London.
- Benefits: Competitive salary, hybrid working, 8% pension, and private medical cover.
- Other info: Rare opportunity with excellent work/life balance and career growth.
- Why this job: Escape the stress of billing and focus on meaningful client relationships.
- Qualifications: Experience in trust accounts and returns; tax or accounting qualification preferred.
The predicted salary is between 60000 - 68000 £ per year.
We are handling a rare opportunity to join the private family office of an UHNW family in London. Escape the stress of billing, chargeability and recoverability, and focus on delivering trusts advice to a multi-generational family.
The Trusts team is growing and they are keen to appoint an additional Trust & Tax Manager. Working closely with a Trust Director, the incoming individual will oversee a portfolio of high value trusts, their administration, accounts and returns. They will perform very much a family-facing role, so excellent communication and inter-personal skills are essential.
The successful candidate will have demonstrable trust accounts and trust return preparation and review experience and may well hold a tax, accounting or trust qualification. They will be a team player, with an excellent eye for detail, as well as an interest in being a key trusted adviser to HNW clients.
Based in central London, hybrid working and a great work/life balance on offer. Salary will be dependent on experience but is likely to be c.£60k – £68k p.a. plus 8% non-contributory pension, private medical cover and a range of benefits.
Opportunities within the private family offices are typically quite rare, so to find out more please contact – michaelhowells@howellsconsulting.co.uk Alternatively, simply apply below:
Trusts & Tax Manager - Private Family Office employer: Taxation
Join a prestigious private family office in central London, where you can escape the pressures of traditional billing and focus on providing tailored trusts advice to a multi-generational family. With a strong emphasis on work-life balance, hybrid working options, and a supportive team culture, this role offers not only competitive remuneration but also unique opportunities for professional growth and development in a rare and rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts & Tax Manager - Private Family Office
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Taxation, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Trusts & Tax Manager - Private Family Office
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Taxation's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Taxation. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Taxation!
How to prepare for a job interview at Taxation
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Taxation.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Taxation. It helps to show our commitment!
