Trust Tax Manager

First 2 Recruit; Bristol; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Trust Tax Manager to join their dynamic team in Bristol. This full-time, permanent position offers a unique opportunity to manage a diverse portfolio of trust clients, providing expert advisory services and ensuring compliance with tax regulations. The role promises clear career progression and the potential for partnership for the right candidate. You will be part of a supportive environment where your proactive approach and problem-solving skills will be valued. If you are passionate about trust management and looking to advance your career, this is the perfect opportunity for you.

Benefits

Competitive Salary

Career Progression Opportunities

Great Company Benefits

Qualifications

• Strong experience in trust management and tax advisory roles.
• Ability to build relationships with clients and manage a portfolio.

Responsibilities

• Manage a portfolio of trust clients, overseeing administration and tax preparation.
• Assist senior managers with advisory projects and team management.

Skills

Trust Management

Tax Advisory

Client Relationship Management

Problem Solving

Team Collaboration

Education

Relevant Degree in Finance or Accounting

Professional Qualification (e.g., ACA, ACCA)

Tools

CCH Personal Tax

CCH Trust Accounts

Computerized Accounting Software

Job description

Trust Tax Manager – Bristol, Hampshire (Full Time, Permanent)

We are currently looking for an experienced Trust Tax Manager to join a leading firm of Chartered Accountants based in Bristol, Hampshire.

This is an advisory, client-facing role with clear prospects for career progression and for the right person, possible future partnership.

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

Main Responsibilities:

1. Reviewing accounts and tax returns prepared by the team.
2. Overseeing the trust administration and preparation processes.
3. Assisting senior managers/partners with various advisory work and projects.
4. Supporting the senior manager with the management of the team and processes.
5. Building meaningful relationships with trustees, their advisors, and the beneficiaries.

Candidates will be committed to a career in trusts and will have strong relevant experience in this area. Candidates will also be team players with a positive and enthusiastic attitude. Experience of running a portfolio of trust clients, including organizing the delivery of work, problem-solving, and the ability to use your own initiative is essential, with experience of advising trustees on various trust matters being desirable.

Previous experience of using computerized accounting or tax packages is useful. The firm uses CCH Personal Tax and CCH Trust Accounts.

In return for your skills, you will receive a competitive salary depending on your experience and some great company benefits.

Just hit the apply button to forward your CV for the Trust Tax Manager role.