Trusts Manager

Our client are a Top 20 firm of Chartered Accountants in Bristol  who are currently recruiting for an experienced and qualified tax expert, to join there expanding personal tax and trust team.

The position involves managing a portfolio of personal tax and trust clients, comprising of large family office groups, high net worth individuals and family trusts.

The individual will also be required to support the senior manager with the management of the team and processes.

This is a challenging and interesting role which provides a good range of work, for someone with a solid tax background wishing to build on their experience and help manage a successful and growing personal tax and trust team.

The allocation of work includes: self-assessment tax returns for wealthy individuals, partnership and trusts; associated tax computations including CGT calculations on securities, chattels and property transactions; completion of estate tax returns; and all related and complex aspects of looking after the tax affairs of a variety of high net worth private clients. Specific experience of the following is highly desirable – trusts, partnerships, employment tax, accounts preparation, claims and elections and residence and domicile experience.

The successful individual will have had a broad exposure to personal tax compliance and be keen to widen your technical skills and experience to include advisory projects

You should also have had experience of effective delegation, reviewing the work of others and mentoring more junior staff to enable them to develop further.

Should you be based in the Bristol area and keen on a new Personal Tax / Trust opportunity then please do not hesitate to apply below.

For more information please contact Will Langdon at Clark Wood – 01173291054 /