Job Description
Trust Manager
Bristol
£60,000 - £80,000
An outstanding opportunity has arisen for an experienced Trust Manager to join a highly regarded Private Client team to work with High-Net-Worth Individuals.
This nationally recognised team advises both UK and international clients on complex, high-value matters including tax and estate planning, offshore tax, and corporate tax.
You will be joining a collaborative and supportive environment where you will be trusted to take ownership of your work and develop your career.
What's great about this Trust Manager role?
- Flexible and hybrid working options - up to 3 days working from home.
- High-quality, complex work with national and international clients.
- Genuine opportunities for progression and development.
- Fantastic social events and a people-driven environment.
Your role as a Trust Manager:
- Advising trustees on the administration of a wide range of trusts.
- Working closely with Probate, Succession Planning and Wills teams.
- Advising on the management of trust assets.
- Preparing annual trust accounts and tax returns.
- Providing advice on broader tax matters, including, Inheritance tax calculations and returns, changes of trustees and provision of information to beneficiaries.
What you'll need to succeed:
- ATT, CTA or STEP qualified.
- Proven experience in trust management and accountancy.
- Proven experience of managing your own portfolio.
- Experience using tax software.
- Strong organisational skills with the ability to manage work independently.
What next:
I am looking for an ambitious Trust Manager to join this growing team. Please get in touch for further details:
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
