Trust & Tax Manager - Bristol

Howells Consulting Ltd; West of England; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Job summary

Howells Consulting Ltd is recruiting for a Manager-level adviser in Private Client, Trusts & Estates. You will oversee an impressive portfolio of HNW trust clients, manage annual compliance, and advise on ad hoc planning projects.

The role involves supervising junior advisers, reviewing trust accounts, and acting as a key client and third-party relationship manager. Hybrid working and flexible hours are offered, with progression opportunities toward Senior Manager grade.

Responsibilities

• Oversee day-to-day administration of trusts and ensure compliance across portfolios.
• Develop and maintain relationships with high-net-worth clients and third-party professionals.

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.