Trust Manager - Bristol

Trust Manager
Bristol
£Dependent on Experience

Tax recruitment specialists Clark Wood is currently recruiting on behalf of a highly reputable and leading regional firm of chartered accountants who are looking to add an experienced and driven Trust Manager to the team in their Bristol office.

Duties & Responsibilities:

Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met.

Reviewing work prepared by members of the team, input into their training and mentoring.

Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax

Liaising with tax, accounts, and financial planning teams, as appropriate, to ensure a joined-up approach.

Monitoring budgets, own chargeability and raising fee notes.

Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas

Skills:

A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous.

CTA and/or STEP qualified – or a desire to work toward a STEP qualification.

A strong understanding of trusts

For further information on this role please contact Jack Wood at Clark Wood