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​Trusts Manager

  • Location

    Bristol

  • Sector:

    Personal Tax, Trusts, Private Client Tax

  • Contract Type:

    Permanent

  • Salary:

    £Dependent on Experience

  • Contact:

    Jack Wood

  • Contact email:

    jack@clark-wood.co.uk

  • Contact phone:

    07951 392741

  • Job ref:

    JW-15146

  • Published:

    about 1 month ago

  • Expiry date:

    2021-12-01

  • Consultant:

    Jack Wood

​Trusts Manager

Bristol

£Dependent on Experience

 

Clark Wood are currently working with a Top 20 firm who are looking for a Trusts Manager in their Bristol office

 

As a Trusts Manager your role will include:

 

The role will involve managing a portfolio of trust clients for the wealthiest of their private clients and this will include all aspects of trusts from managing the trust administration and accounts and tax return preparation through to complex advisory and inheritance tax matters.

 

Reviewing accounts and tax returns prepared by the team

 

Overseeing the trust administration and preparation processes

 

Assisting senior managers/partners with various advisory work and projects

 

Supporting the senior manager with the management of the team and processes

 

The opportunity to build meaningful relationships with trustees, their advisors and the beneficiaries.

 

Our client in Bristol is looking for the following skills;

 

Candidates will be committed to a career in trusts and will have strong relevant experience in this area.

 

Experience of running a portfolio of trust clients, including organising the delivery of work, problem solving and the ability to use your own initiative is essential

 

For further information on this role please contact Jack Wood at Clark Wood - jack@clark-wood.co.uk / 07951 392741