Trust & Tax Senior- Bristol

Howells Consulting Ltd; West of England; Hybrid; GBP 70.000 - 110.000; Vollzeit

Zusammenfassung

Howells Consulting Ltd is seeking a Senior Trust professional to manage a high‑quality portfolio of private client trusts. The role emphasizes client‑facing duties, trust administration, and collaboration with Directors and Partners on planning and IHT projects.

The successful candidate will contribute to a growing practice and benefit from flexible and hybrid working arrangements as part of a reputable Private Client team.

Qualifikationen

• Experience in private client trust administration.
• Ability to prepare and review trust accounts and trust tax returns.

Aufgaben

• Client-facing administration of trusts for a high‑quality portfolio of clients.
• Collaborate with Private Client Directors and Partners on ad hoc trust planning and IHT projects.

Kenntnisse

Client-facing

Trust administration

Jobbeschreibung

Our client has a strong reputation in the Private Client field, advising HNW/UHNW individuals, families and their trust structures (on and offshore). Demand for the team’s expertise is increasingly significantly and an additional Trust Senior is sought to take responsibility for a high quality portfolio of clients.

The incoming individual will perform very much a client-facing role, undertaking trust administration, preparing and reviewing trust accounts and trust tax returns. They will also work with Private Client Directors and Partners on ad hoc trust planning and IHT projects.

This is a super opportunity to join a high-profile Private Client practice at an exciting time in its growth. The role offers flexible and hybrid working arrangements. Ref 731