This role manages the administration, accounts and tax for a range of trusts while advising trustees on private client matters. You’ll work closely with specialists across the Private Client team to deliver high-quality support to national and international clients.
Client Details
Our client is a leading UK law firm with a strong Private Client practice and a reputation for high-quality, people-focused work. Based in Bristol, the firm offers a collaborative environment and works with clients across the UK and internationally.
Description
*Supporting trustees with the day-to-day and long-term running of a variety of trusts.
*Advising on broader tax issues, including inheritance tax reporting, changes in trusteeship, and communicating required information to beneficiaries.
*Partnering with colleagues across Probate, Succession Planning and Wills to deliver seamless client service.
*Overseeing the stewardship and performance of trust assets.
*Producing annual trust accounts and managing all related tax compliance.
*Stay updated on changes in legislation and industry practices affecting trusts.
Profile
A successful Trust Manager should have:
*Significant experience providing advisory support across trust administration, tax matters, and wider private client issues.
*Strong technical understanding of trust law, tax legislation and regulatory requirements, with the ability to interpret and apply them confidently.
*Skilled at analysing complex scenarios and delivering clear, practical guidance to trustees and beneficiaries.
*Highly organised, with meticulous attention to detail and the ability to manage competing deadlines.
*Professionally qualified (CTA preferred), with STEP/TEP, or ATT considered an advantage.
*Proficient in tax software.
*Excellent communicator able to build trusted relationships with clients, colleagues and external stakeholders.
Job Offer
*Join a nationally recognised, Tier 1 Private Client team known for its high-quality work and excellent reputation.
*A supportive, collaborative and people-focused law firm where you’ll be trusted to take ownership and develop your advisory expertise.
*Exposure to high-value, complex trust and tax matters for both UK and international clients.
*A firm committed to flexibility, with hybrid working options available.
*Permanent position based in the vibrant city of Bristol.
*Access to ongoing professional development, clear progression opportunities and a culture that genuinely invests in its people.
*A workplace celebrated for its employee experience, sustainability and responsible business approach.