Banner Default

​Trust Manager

  • Location


  • Sector:


  • Contract Type:


  • Salary:

    £Dependent on Experience

  • Contact:

    Jack Wood

  • Contact email:

  • Contact phone:

    07951 392741

  • Job ref:


  • Published:

    about 2 months ago

  • Expiry date:


  • Consultant:

    Jack Wood

Trust Manager


£Dependent on Experience


Clark Wood are currently working with a leading firm who are looking for a Trust Manager in their Bristol office.


As a Trust Manager your role will include:


Assist in the running of the Trust and Estate Team. Manage own portfolio of clients and reporting direct to the relevant Partner


Assist in growing the department and client base and take on an active Business Development Role


Manage the compliance/tax advisory, trust and estate accounting and annual administration process for a client allocation


Supervise staff assisting with client work and deal with technical and administrative issues


Review tax returns and accounts for Trusts, Estates and Charities


Review IHT returns/calculations


Manage HMRC enquiries


Responsibility for compliance work on clients


Prepare complex tax computations


Our client in Bristol is looking for the following skills;


Ideally ACA and/or CTA qualified and/or STEP


Knowledge of private client/ trust and estate tax and planning experience


Demonstrable experience within a Trust and Estate team


For further information on this role please contact Jack Wood at Clark Wood - / 07951 392741