At a Glance
- Tasks: Manage a portfolio of trusts and estates for high-net-worth clients while delivering expert advisory work.
- Company: Walker Lovell, a leading firm in private client tax with a national presence.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Join a dynamic team and mentor the next generation of professionals.
- Why this job: Shape the future of trust management and make a real difference for clients.
- Qualifications: Experience in trust management and strong advisory skills required.
The predicted salary is between 60000 - 75000 £ per year.
Walker Lovell in London is seeking a Senior Trust Manager to manage an established portfolio of trusts and estates for high‑net‑worth clients.
You will work directly with a Partner to shape the trusts offering and deliver technically sophisticated advisory work.
You’ll join a growing private client practice with a national reach, focusing on complex inheritance tax planning, family wealth structures, and compliant trust accounts preparation, while mentoring junior colleagues.
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Senior Trusts Manager, Private Client Tax (Hybrid) employer: Walker Lovell
Walker Lovell is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Greater London. With a strong emphasis on professional development, employees are encouraged to grow their skills through hands-on experience and mentorship, making it an ideal environment for those looking to advance their careers in forensic accounting. The company also values work-life balance and provides competitive benefits, ensuring that team members feel supported both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Trusts Manager, Private Client Tax (Hybrid)
✨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 Walker Lovell, 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 Senior Trusts Manager, Private Client Tax (Hybrid)
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 Walker Lovell'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 Walker Lovell. 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 Walker Lovell!
How to prepare for a job interview at Walker Lovell
✨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 Walker Lovell.
✨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 Walker Lovell. It helps to show our commitment!
