Trust & Tax Manager - Bristol

Taxation; West of England; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

Taxation in the UK is seeking an adviser at Manager level to oversee a portfolio of high‑net‑worth private client trusts. You will lead a small team, ensure annual compliance, and contribute to ad hoc trust planning projects.

You will act as the main client and third‑party relationship manager, handling IHT work and complex trust accounts with partner support as needed, in a role that offers hybrid working and progression toward Senior Manager.

Qualifications

• Manager level adviser with experience in Private Client trusts.
• Experience supervising a team and managing client relationships.
• Ability to review complex trust accounts and trust returns.

Responsibilities

• 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

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 as support with progression towards Senior Manager grade.