Private Client - Trust Executive - Bath

Chadwick Nott; Bath; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Market leading salary

Attractive benefits

Flexible working environment

Job summary

A well-established regional practice in Bath is looking for an experienced Trust Executive to join their Private Client/Succession & Tax team. This position offers a collaborative working environment with responsibilities including managing trust documentation and tax returns, and provides a flexible working arrangement coupled with a competitive salary and benefits.

Qualifications

• Around 10 years plus PQE managing your own caseload.
• Excellent communication skills for client interaction.
• Ability to work independently and as part of a team.

Responsibilities

• Liaising with and reporting to trust beneficiaries.
• Conducting annual trust reviews and preparing tax returns.
• Administering day-to-day trust tasks.

Skills

Communication

Attention to detail

Job description

Private Client - Trust Executive - Bath

Chadwick Nott are instructed by a well-established regional practice who are seeking an experienced Trust Executive to join their highly regarded Private Client/Succession & Tax team in Bath.

This is a fantastic opportunity to work with private clients and companies in a friendly and collaborative environment. You should have around 10 years plus PQE and experience managing your own caseload and be able to prioritise tasks effectively, working both independently and as part of a team.

Your day-to-day responsibilities will include:

• Liaising with and reporting to trust beneficiaries
• Conducting annual trust reviews
• Drafting trust documentation
• Preparing trust tax returns for Inheritance Tax, Capital Gains Tax, and Income Tax
• Administering day-to-day trust tasks, including investment data entry
• Reviewing and updating FATCA/GIIN status for trusts

Excellent communication skills and attention to detail are key. As an integral member of the team you can expect to play an active role in business development and networking.

My client are offering a market leading salary, attractive benefits and a flexible working environment, allowing you to split your time between home and the office.

If you would like any further information call Hannah Somers at Chadwick Nott for a confidential conversation on 0117 917 1929 or 07435 943 574 or contact via e-mail to [e-mail]

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*