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For Companies At a Glance
- Tasks: Lead a trust team, ensuring compliance and delivering excellent client service.
- Company: Tolley is a large independent firm with beautiful offices across the South West.
- Benefits: Enjoy a full-time role with opportunities for professional development and a supportive work culture.
- Why this job: Join a dynamic team in a stunning location while making a real impact in clients' lives.
- Qualifications: Must have senior management experience and be ATT or CTA qualified; STEP is a plus.
- Other info: This role offers a chance to grow the trust business and mentor colleagues.
The predicted salary is between 43200 - 72000 £ per year.
Large independent firm seeks a Trust Tax Director to head a trust team across the South West. This is an exciting opportunity to live in a beautiful part of the world with offices in Poole, Salisbury, Exeter, and Truro.
Responsibilities:
- Ensure the Trust team’s work complies with legislative and ethical standards.
- Assist the team in resolving client issues, ensuring delivery within timescale and budget.
- Manage a team of advisors and lead their professional development.
- Liaise with clients, including Trustees, Beneficiaries, individuals, and intermediaries, to provide excellent service.
- Act as principal on a portfolio of trust and HNW clients, reviewing and signing off advice.
- Review and advise on trust accounts.
- Contribute to marketing and development of trust services.
- Collaborate to grow the team and trust business.
- Help upskill colleagues in other departments to manage risk and identify opportunities.
- Meet with clients to understand and advise on their tax planning needs, overseeing work by team members.
- Work with Private Client tax partners to identify opportunities and threats.
- Promote other departments’ services, including financial planning.
- Ensure work is allocated appropriately and departmental targets are met.
- Assist with the operation of a trust corporation.
About You:
- Experience as a senior manager or director in a similar role.
- ATT or CTA qualified (or equivalent), with up-to-date technical knowledge; STEP qualification is desirable.
Additional Information:
- Seniority level: Director
- Employment type: Full-time
- Job function: Accounting/Auditing and Finance
- Industry: Legal Services
Trust Tax Director employer: Tolley
Contact Detail:
Tolley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Director
✨Tip Number 1
Network with professionals in the trust and tax sector. Attend industry events or webinars where you can meet potential colleagues or clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Research the firm’s values and recent projects. Understanding their approach to trust services will help you tailor your conversations during interviews and demonstrate your genuine interest in their work.
✨Tip Number 3
Prepare to discuss your leadership style and how you've developed teams in the past. As a Trust Tax Director, showcasing your ability to manage and mentor others will be crucial in the interview process.
✨Tip Number 4
Familiarise yourself with the latest legislative changes affecting trust taxation. Being able to speak knowledgeably about current issues will set you apart as a candidate who is proactive and well-informed.
We think you need these skills to ace Trust Tax Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust tax management and leadership. Emphasise your qualifications, such as ATT or CTA, and any experience you have with high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss how your background aligns with the responsibilities listed, particularly your ability to manage a team and liaise with clients effectively.
Showcase Your Technical Knowledge: Demonstrate your up-to-date technical knowledge in trust taxation within your application. Mention any specific legislation or ethical standards you are familiar with that are relevant to the role.
Highlight Leadership Experience: Since this role involves managing a team, be sure to include examples of your leadership experience. Discuss how you've developed team members and contributed to their professional growth in previous roles.
How to prepare for a job interview at Tolley
✨Showcase Your Technical Knowledge
As a Trust Tax Director, it's crucial to demonstrate your up-to-date technical knowledge. Be prepared to discuss recent changes in tax legislation and how they impact trust management. This will show that you are not only qualified but also proactive in staying informed.
✨Highlight Leadership Experience
Since the role involves managing a team of advisors, share specific examples of your leadership experience. Discuss how you've developed team members professionally and resolved conflicts, as this will illustrate your capability to lead effectively.
✨Prepare for Client Interaction Scenarios
Expect questions about client interactions, especially with Trustees and Beneficiaries. Prepare scenarios where you've successfully navigated complex client issues or provided exceptional service, as this will highlight your client management skills.
✨Demonstrate Collaborative Spirit
The role requires collaboration with other departments. Be ready to discuss how you've worked with different teams in the past to achieve common goals. This will show that you value teamwork and can contribute to the growth of the trust business.
