Job Description

Job Title: Technical Manager

Reporting To: Deputy Chief Executive

Department: Policy & Communications

About STEP

STEP is the worldwide professional association for those advising families across generations. We
promote best practice, professional integrity and education to our members. Our members help
families plan for their futures: from drafting a will or advising family businesses, to helping
international families and protecting vulnerable family members.

Principal Accountabilities & Standards

To assist both STEP’s policy work with external stakeholders such as governments and regulators and
to assist our work with STEP’s members and branches by providing strong technical input on issues
relevant to the activities of STEP members. The role may also require liaison with the media on
behalf of STEP.

It is an essential requirement of the role that the successful candidate can work closely with the
Policy & Communications team, comprised of both specialists in policy work with governments and
specialists in publishing and communications. This team is led by STEP’s Deputy Chief Executive, who
takes the overall lead on STEP’s policy work. The role is based in London but may from time to time
require overseas travel to both meetings with officials and other external stakeholders and also STEP
meetings and events around the UK and overseas.

Main Duties & Responsibilities

Work
 Representing STEP at meetings with civil servants and others when technical issues of
relevance to STEP members are under discussion.
 Commenting on behalf of STEP to media queries of a largely technical nature.
 Assisting the various STEP specialist technical and policy committees, whose members are
some of the leading professionals in their field, on work on tax and legal issues of relevance
to STEP members.
 Assisting in the drafting of STEP responses to official consultations in liaison with the relevant
STEP committees.
 Assisting in the preparation of STEP practice notes and guidance to members on technical
issues, in liaison with the relevant STEP Committees.
 Briefing STEP members on new technical developments.
 Working closely with other members of the Policy & Communications team in the
development and delivery of comprehensive and effective campaigns and lobbying
strategies, including evidence-base building.
Person Specification

Title: Technical Manager

Department: Policy & Communications

Reporting to: Deputy Chief Executive

Location: Central London

Hours of Work: 9.00am – 5.30pm (some flexibility provided)

Qualifications:
Essential - TEP qualified
Essential - Qualified solicitor or accountant

Knowledge & Experience:

 At least three years PQE in practice work as a TEP – essential
 Highly developed oral and written advocacy and negotiation skills – essential
 Some understanding of politics and legislative affairs in both the UK and in international
bodies such as the EU and OECD.

Skills & Aptitudes:

 An ability to explain technical issues to non-technically qualified stakeholders.

 An ability to draft high quality submissions and reports on a wide range of issues, often to
demanding deadlines.
 Good conference presentation skills.
 Work effectively with senior STEP members from a broad range of backgrounds and
jurisdictions.
 Working in a collegiate fashion with other members of the Policy & Communications team
and STEP staff more generally
 Ability to plan, prioritise and organise own workload.