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Trust & Estates Director

  • Location

    Bristol

  • Sector:

    Tax Advisory, Tax, Trusts, Private Client Tax

  • Contract Type:

    Permanent

  • Contact:

    Jack Wyatt

  • Contact email:

    jwyatt@clark-wood.co.uk

  • Contact phone:

    07880 255933

  • Job ref:

    JG-18759

  • Published:

    1 day ago

  • Expiry date:

    2025-12-24

  • Consultant:

    Jack Wyatt

​Trusts & Estates Director
Bristol
Circa £100,000

Clark Wood are delighted to be working with a regional Top 50 law Firm with a heritage spanning 150+ years who due to internal growth are looking for a Trust and Estates Tax Director to join their Bristol branch.

This represents an excellent opportunity for any experienced Trust Senior Manager or established Trust Director to join one of the South West’s leading law firms

The role will offer the chance to provide effective leadership of a team of Trust and Executor Tax Executives, to successfully manage key client relationships and to help develop their Trust and Executor Tax offering.

The successful candidate will be responsible for the day-to-day management, operational oversight and supervision of Trusts and Estates Tax Team in Bristol (comprising four team members). This includes managing of a portfolio of high-net worth Trusts and driving the strategic development of their Trusts and Estates Tax business

The firm advise businesses, government and public sector organisations and individuals in the UK and internationally across four principal practice groups: Real Estate, Corporate Services, Dispute Resolution and Private Client.

Responsibilities:

Conducting KPI and SRA matter reviews.

Line management responsibilities including quarterly appraisals and team development.

Day to day responsibility for financials of Trusts and Estates Tax Team.

Assistance with development of internal processes, policies and procedures.

Leading of initiatives of Trusts and Estates Tax work internally and externally.

Providing trust administration and tax compliance services for a diverse client portfolio of trusts and estates.

Regular reporting to and collaboration with the Partner head regarding all of the above.

Supporting the development and expansion of our Trust Corporation offering.

Assisting with technical trust and tax advisory queries from the rest of the firm.

Assisting with FATCA, TRS and CRS reporting for the firm’s clients.

Should you be interested in discussing this role and opportunity in more detail please apply below or contact Jack Wyatt at Clark Wood – jwyatt@clark-wood.co.uk / 07880 255933

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