Qualified Trusts and Estates Senior

Michael Page (UK); Bristol; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A leading chartered accountancy firm in Bristol is seeking a qualified Trusts & Estates Senior. The role involves managing a portfolio of trusts and estates, delivering accounts and tax returns, and supporting junior team members. Ideal candidates will be ATT, CTA, or STEP qualified and have a strong background in trust and estates or personal tax. The position offers competitive salary of £40,000 - £45,000, with opportunities for hybrid working, career progression, and supportive development within a growing firm.

Benefits

Competitive salary

Hybrid working opportunities

Career development support

Qualifications

• Qualified in ATT, CTA, or STEP with experience in trust and estates.
• Background in accountancy practice or relevant fields.
• Experience in managing trusts and estates is required.

Responsibilities

• Deliver annual accounts and tax returns for trusts.
• Manage a portfolio of trusts and estates.
• Support junior team members.
• Prepare trust and estate accounts and related documents.
• Liaise with stakeholders including trustees and beneficiaries.

Skills

Portfolio management

Tax planning

Client relationship building

Empathetic communication

Education

ATT, CTA, or STEP qualified

Job description

• Trusts & Estates Senior to join a growing, chartered accountancy firm in Bristol
• Key hire, with progression within this growing specialist team and department

About Our Client

Based in Bristol this is a highly regarded and leading chartered accountancy firm with a successful, growing and busy Trusts and Estates team acting for a wide spectrum of trustees, executors and beneficiaries, managing over 600 trusts and providing support across the full spectrum of estate and succession matters. The firm provides a quality compliance service, along with delivering on wide ranging planning work. There will be opportunity to develop technically, working closely with partners and management team offering the chance to progress in your career. Full or Part time hours can be explored along with a good mix of home to office/hybrid working on offer and highly competitive salaries and benefits on offer.

Job Description

Joining as a qualified Trusts and Estates Senior based from the firms Bristol offices you will deliver annual accounts & tax returns as well as increasing involvement in tax planning work in areas such as inheritance tax planning.

• Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration
• Supporting junior members of the team
• Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations
• Supporting executors with estate administration and probate requirements
• Liaising with trustees, beneficiaries, solicitors and investment managers
• Assisting senior colleagues with succession and estate planning projects
• Providing clear, practical guidance to clients in a professional and empathetic manner

You will build relationships with clients and the role and firm provides an opportunity for you to develop in your accounts and tax career within this specialist field.

The Successful Applicant

You may be any of ATT, CTA, STEP qualified and will have developed your career within the trust and estates service line or bring a focused personal tax career within accountancy practice, or more mixed all around general practice, across a year end accounts and tax career and be interested in diversifying and moving into this specialist client service line. Your experience will have been developed within in an accountancy firm of any size and you will be looking to progress and develop in your career within a growing, leading chartered firm.

What's on Offer

£40,000 - £45,000 + dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452.