Trust & Tax Manager - Bristol

Tolley; Greater London; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Manager-level adviser to join their growing Trusts & Estates team. This role offers the opportunity to manage a diverse portfolio of high-net-worth clients while supervising a team of junior advisers. You'll be responsible for ensuring compliance, reviewing complex trust accounts, and providing strategic planning advice. The firm promotes a supportive work environment with a strong emphasis on work/life balance and offers hybrid working options. If you're looking to advance your career in a dynamic setting, this position is perfect for you.

Benefits

Flexible Hours

Hybrid Working

Career Progression Support

Qualifications

• Experience in managing HNW trust clients and complex trust accounts.
• Strong supervisory skills with a focus on team development.

Responsibilities

• Oversee a portfolio of HNW trust clients and ensure annual compliance.
• Supervise junior advisers and manage ongoing trust administration.

Skills

Trust Management

Client Relationship Management

Tax Planning

Team Supervision

Education

Professional Qualification in Trusts and Estates

Degree in Law or Finance

Job description

Join a high-profile firm that is independently recognised for its expertise in the Private Client field.

Their Trusts & Estates team is growing and keen to appoint an adviser at Manager level. You’ll oversee an impressive portfolio of HNW trust clients, overseeing their annual compliance, as well as advising on ad hoc planning projects. The role will include:

• Supervising a team of junior trusts advisers, their WIP, utilisation and development
• Review of complex trust accounts and trust returns
• Managing ongoing administration of the trusts
• Being the key client and third-party relationship manager on the portfolio
• Undertaking ad hoc IHT and trust planning work, with the assistance of partners as required

This is a supportive and sociable environment that values genuine work/life balance. They offer hybrid working and flexible hours, as well as support with progression towards Senior Manager grade.

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