Trust Tax Assistant Manager - Top 10 Firm

Pro-Tax; Bristol; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prestigious advisory firm in Bristol is seeking a Trusts Assistant Manager to provide advisory services to an elite portfolio of wealthy clients. The ideal candidate will have experience in Trusts and be entrepreneurial-minded. This position includes opportunities for professional growth and development within the firm, leading to potential Directorship. Interested candidates should submit their CV via email.

Qualifications

• Experience in working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
• Ability to develop junior Trusts professionals.
• Background in legal or accountancy sectors preferred.

Responsibilities

• Provide high-level advisory services to wealthy families.
• Engage in the technical development of Trusts juniors.
• Participate in the acceleration Director program.

Skills

Trusts technical experience

Client-facing advisory skills

Entrepreneurial spirit

Education

ATT qualified or Part Qualified

Job description

Overview

An exclusive new opportunity has arisen working within an award‑winning Private Client team in Bristol for a Trusts Assistant Manager to join to work with an elite portfolio of wealthy clients. This team have had a record year both in terms of client wins and overall profits and are now seeking an entrepreneurial‑minded and ambitious individual to provide 1st class advisory services.

Responsibilities

This role would suit an individual who has good technical experience in Trusts and is comfortable moving into a mainly client‑facing advisory role. You will be working with a portfolio of HNW and UHNW's and working with wealthy families and estates. The role will be in a consulting capacity and you will be helping in the technical development of the Trusts juniors. You will also have the opportunity to join their acceleration Director programme and will be supported to develop through the ranks to Directorship where there are currently no blockers to reach.

Qualifications

Suitable candidates will be either ATT qualified or Part Qualified and will come from either a legal background or accountancy firm. You will have an entrepreneurial spirit and will enjoy working closely with clients.

How to Apply

If you feel you have what it takes please email your CV to [e-mail]

EEO Statement

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.