An opportunity to join the award-winning Private Client practice of a high-profile accountancy firm.
Our client has built a particularly strong reputation for advising HNWIs, families and their trusts. Their reputation in this field continues to attract work of the highest quality and the team are now keen to appoint a Trust Manager, to assist with the running of the Bristol Trust & Estates team.
The successful individual will supervise a team of junior trust advisers. They will review complex tax returns and accounts for trusts, estates and charities, as well as preparing/reviewing tax comps and IHT forms. Scope also exists to get involved with related ad hoc advisory work.
The STEP qualification would be preferred, but it is essential that the individual has demonstrable experience of trust accounts and tax return prep/review.
Very much a client-facing and third-party liaison role, the individual must also have excellent interpersonal, written and oral communication skills. Ref 610
For further details of this opportunity please contact Michael Howells on 07891 692514 or email firstname.lastname@example.org
Alternatively, simply apply below.
Howells Consulting Ltd - Specialists in Private Client Appointments