Trust Manager

  • Location

    Bristol

  • Sector:

    Trusts

  • Job type:

    Permanent

  • Salary:

    £50000 - £60000 per annum, Benefits: Range of benefits

  • Contact:

    Medet Ali

  • Contact email:

    mail@creativetaxrecruitment.com

  • Contact phone:

    +44 (0)20 7872 5819

  • Job ref:

    2865b

  • Published:

    about 2 months ago

  • Expiry date:

    2021-04-25

  • Startdate:

    2021-03-26

  • Client:

    #


Are you looking for a trust manager role? Then this position with an ambitious and growing Bristol-based firm may be for you.


An ambitious Bristol-based firm is looking for a trust manager to join their growing team. After a successful year, the firm has big plans for the future and wishes to bring on board an energetic and equally-ambitious trust manager to help fuel the next stage of its growth. Could you be the right person to step into the role?

As part of the job, you’ll be in charge of a portfolio of clients. Your function will be to manage wealthy clients' trust, including taking care of the administration of the trust, preparing tax returns, and providing advisory services related to inheritance tax and general tax issues. As this is a more senior position, it’ll be your responsibility to review the accounts and tax return work conducted by other team members and oversee the administration and preparation processes of the trust.

You’ll also help senior managers and partners with projects and advisory work and provide ongoing support and duties related to the team's management. In this role, you’ll work closely with the clients and related individuals, including trustees, advisors, and beneficiaries.

You’ll be a self-starter that is more than capable of working as part of a team, both within the core trust team and with other departments, including accounts, personal tax, and administration teams.

This is your chance to step into a role that offers plenty of support, autonomy, and opportunities to grow.

If you’d like to know more details about this position, including how you can reply, then be sure to get in contact with us to discuss the role further.