Enable job alerts via email!
Trust & Tax Manager - Bristol
Howells Consulting Ltd
Bristol
Hybrid
GBP 40,000 - 80,000
Full time
Boost your interview chances
Create a job specific, tailored resume for higher success rate.
Job summary
An established industry player is seeking a talented adviser at Manager level to join their growing Trusts & Estates team. In this role, you will manage a diverse portfolio of high-net-worth trust clients, ensuring compliance and providing strategic advice on planning projects. The firm prides itself on a supportive culture that promotes work/life balance, offering hybrid working options and flexible hours. This is a fantastic opportunity to advance your career while contributing to a dynamic team environment focused on excellence in client service and professional growth.
Benefits
Qualifications
- Experience in managing HNW trust clients and complex trust accounts.
- Strong supervisory skills for junior advisers.
Responsibilities
- Supervise junior trusts advisers and manage their development.
- Review complex trust accounts and manage trust administration.
Skills
Education
Job description
Join a high-profile firm that is independently recognised for its expertise in the Private Client field.
Their Trusts & Estates team is growing and keen to appoint an adviser at Manager level. You’ll oversee an impressive portfolio of HNW trust clients, overseeing their annual compliance, as well as advising on ad hoc planning projects. The role will include:
- Supervising a team of junior trusts advisers, their WIP, utilisation and development
- Review of complex trust accounts and trust returns
- Managing ongoing administration of the trusts
- Being the key client and third-party relationship manager on the portfolio
- Undertaking ad hoc IHT and trust planning work, with the assistance of partners as required
This is a supportive and sociable environment that values genuine work/life balance. They offer hybrid working and flexible hours, as well as support with progression towards Senior Manager grade.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
job faster
