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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing a diverse portfolio of trust clients while providing high-quality tax compliance and advisory services. Capable of mentoring junior team members and collaborating effectively within the National Private & Trusts Assurance team.
Highest-signal resume keywords
Professional Qualification (CTA or STEP)Trust Tax Compliance ExperienceClient Portfolio ManagementTrusts Tax KnowledgeInheritance Tax Reporting Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Reviewing Trust Tax ReturnsReviewing Trust AccountsTrust ComplianceOnshore Trusts KnowledgeOffshore Trusts Experience
Soft Skills
Team DevelopmentClient Relationship ManagementService Improvement SuggestionsCollaboration
Certifications & Qualifications
CTASTEP
Industry Keywords
Trust ClientsPrivate Client AdvisoryTax ComplianceNational Private & Trusts Assurance
About the role
Key responsibilities & impact- Manage a large and varied portfolio of trust clients
- Work as part of the National Private & Trusts Assurance team
- Develop and support more junior team members
- Understand junior colleagues’ career aspirations and support their development
- Participate in client meetings and answer client queries
- Support senior management in producing high-quality tax compliance and advice
- Deliver work accurately and meet expectations and deadlines
- Identify and suggest service improvements to senior management
- Collaborate with wider Tax teams and the wider Grant Thornton network
Requirements
What you’ll need- Professional qualification (CTA or STEP) with post-qualification experience
- Confidence managing a portfolio of clients
- Experience reviewing trust tax returns and accounts
- Working knowledge of Trusts Tax
- Experience managing a client portfolio
- Trust and/or Private Client advisory experience
- Trust compliance experience, including reviewing trust accounts and tax returns
- Working knowledge of onshore trusts
- Inheritance tax reporting experience
- Experience with a varied portfolio of trust clients
- Offshore trusts experience desirable but not essential
Benefits
Comp & perks- Flexible working options
- Reduced hours and job shares considered
- Work-life balance support
- Opportunities for secondments
- Fundraising for local charities
- Opportunities to invest in entrepreneurs in the developing world
- Inclusive culture
- Professional and personal development support
- Client exposure and responsibility
- Opportunity to build internal and wider network