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For Companies At a Glance
- Tasks: Support the Head of Private Wealth & Family Office with trust and charity client management.
- Company: Join TMF Group, a global leader in administrative services with a diverse workforce.
- Benefits: Enjoy hybrid working, private medical insurance, life assurance, and discounts on various services.
- Why this job: Be part of a collaborative team, gain valuable experience, and grow your career in a flexible environment.
- Qualifications: 3+ years in client-facing roles, A-levels, and strong interpersonal skills required.
- Other info: Opportunity to work with a varied client base and enhance existing processes.
The predicted salary is between 36000 - 60000 £ per year.
About TMF Group
TMF Group is a leading provider of administrative services, helping clients invest and operate safely worldwide. With over 11,000 colleagues across 125 offices in 87 jurisdictions, we seek talented individuals from diverse backgrounds and offer broad career opportunities. We foster talent and promote inclusivity at all levels.
Discover the Role
Based in London, you will support the Head of Private Wealth & Family Office in managing a portfolio of trust and charity clients. As part of a small, experienced team, you will handle a varied client base, including trusts and charities. Your main responsibilities will include preparing trust tax returns and accounts, ensuring accuracy and timeliness. This role offers opportunities for career growth in a flexible, collaborative environment. We offer a hybrid working model with two days in-office and three days remote.
Key Responsibilities
- Preparing year-end accounts and supporting schedules for trusts and charities
- Preparing trust tax returns and charity returns
- Reviewing and updating charity policies annually
- Keeping up-to-date with The Charities Statement of Recommended Practice (SORP)
- Preparing inheritance tax returns, claims, and elections for trusts
- Preparing ATED returns
- Attending trustee meetings and preparing minutes
- Reviewing work of trainees
- Liaising with HMRC on enquiries
- Working with clients, trustees, and advisors to ensure seamless service
- Building strong relationships with clients and the wider TMF network
- Monitoring client profitability and assisting with debt collection
- Enhancing existing processes and supporting business development
- Staying updated on UK tax changes
Key Requirements
- Excellent interpersonal skills for relationship building
- Strong communication skills, confident in engaging with senior stakeholders
- Experience in private client services, preferably trusts
- Proactive work ethic and task management skills
- High attention to detail
- Enthusiasm for growth and development
- CTA or ACA qualification, or equivalent experience with at least 3 years in a client-facing environment
- Membership of STEP is beneficial
- Proficiency in Microsoft Office and standard in-house packages
- Minimum 3 A-levels and 5 GCSEs (A-C), including English and Maths
What’s in it for you
- Private medical insurance
- Life assurance (x4 salary)
- 25 days holiday
- Discretionary bonus eligibility
- Technology hire purchase scheme
- Discounts on gym memberships, travel, cinema tickets, and high street vouchers
Assistant Manager - Private Wealth & Family Office employer: TMF Group
Contact Detail:
TMF Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Manager - Private Wealth & Family Office
✨Tip Number 1
Network with professionals in the private wealth and family office sector. Attend industry events, webinars, or local meetups to connect with individuals who work at TMF Group or similar firms. Building these relationships can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest developments in UK tax regulations and charity policies. This knowledge will not only enhance your conversations during interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 3
Prepare to discuss your experience with trust and charity clients in detail. Be ready to share specific examples of how you've managed client relationships, handled tax returns, or improved processes in previous roles, as this will showcase your suitability for the position.
✨Tip Number 4
Familiarise yourself with TMF Group's values and culture. Understanding their focus on inclusivity and talent development can help you align your responses during interviews, showing that you're a good fit for their team.
We think you need these skills to ace Assistant Manager - Private Wealth & Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client services, particularly with trusts and charities. Emphasise your interpersonal skills and any qualifications like CTA or ACA that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to manage trust tax returns and your proactive work ethic.
Highlight Relevant Skills: In your application, clearly outline your strong communication skills and attention to detail. Provide examples of how you've successfully built relationships with clients and stakeholders in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at TMF Group
✨Know Your Client Base
Familiarise yourself with the types of clients TMF Group serves, particularly trusts and charities. Understanding their unique needs and challenges will help you demonstrate your suitability for the role.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with preparing tax returns and accounts. Highlight any specific software or tools you've used, especially those relevant to trust and charity management.
✨Demonstrate Relationship-Building Abilities
Since the role involves liaising with clients and stakeholders, be ready to share examples of how you've successfully built and maintained professional relationships in previous roles.
✨Stay Updated on Tax Regulations
Make sure you're aware of the latest changes in UK tax laws, especially those affecting trusts and charities. This knowledge will show your commitment to staying informed and your proactive approach to the role.
