Trusts Senior Bristol

Clark Wood - Tax Recruitment; Bristol; On-site; GBP 40,000 - 55,000; Full time

Job summary

A regional tax recruitment firm seeks a Trusts Senior to manage trusts and estates in their Bristol office. Key responsibilities include preparing trust accounts, advising clients on tax distributions, and improving internal processes. The ideal candidate should be ATT, AAT, or CTA qualified or a student. If you're in Private Client Tax looking for a new opportunity, apply now for a chance to develop your skills in a supportive environment.

Qualifications

• Experience managing trust and estate accounts is essential.
• Knowledge of income tax returns and inheritance tax forms.
• Ability to communicate effectively with clients about tax distributions.

Responsibilities

• Manage a portfolio of trusts and estates in a timely manner.
• Prepare trust accounts and related tax documentation.
• Advise clients on wind-up and distributions.

Skills

Trust & Estate account preparation

Client advisement on tax matters

Portfolio management

Process improvement

Education

ATT, AAT, CTA Student or Qualified

Job description

Trusts Senior – Bristol

Clark Wood are currently working with a large regional practice who are looking for a Trust & Estates Senior in their Bristol office.

Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration.

Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations.

Advise clients on trust wind‑up, income distributions and management of tax payments.

Assisting senior colleagues with succession and estate planning projects.

Identify where internal procedures/systems could be more efficient, relay this to more senior colleagues and assist with implementing changes.

Developing trust, estate and probate tax technical skills and keeping up to date through training courses, appropriate research and identification of changes in legislation, HMRC policy and as a result of cases.

Qualifications

• ATT, AAT, CTA Student or Qualified

Next Steps

Should you be working in Private Client Tax at the moment and keen on a new Trusts opportunity then please do not hesitate to apply below!

For further info or a discreet initial chat, please contact Rich Clark at Clark Wood – [e-mail] / Mobile: [phone].

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