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​Trust Manager

  • Location

    Bristol

  • Sector:

    Trusts

  • Contract Type:

    Permanent

  • Salary:

    £Dependent on Experience

  • Contact:

    Jack Wood

  • Contact email:

    jack@clark-wood.co.uk

  • Contact phone:

    07951 392741

  • Job ref:

    JW-15073

  • Published:

    about 2 months ago

  • Expiry date:

    2021-12-01

  • Consultant:

    Jack Wood

Trust Manager

Bristol

£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 - jack@clark-wood.co.uk / 07951 392741