Trusts Senior – Bristol: Estate & Tax Management

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

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.