posted

30+ days ago

Location

Bristol

Description

Our Tier 1 Private Client and Wealth Structuring team are growing and looking for an experienced Trust Manager to join the team.

"They can do pretty much anything, from international to agriculture to entrepreneur work" (Chambers HNW Guide 2020).

The team enjoys an excellent reputation throughout the country, with both national and international clients. We advise clients on tax and estate planning, offshore tax planning, corporate tax etc.

As a Trust Manager, you will take responsibility for your work and to be trusted to get on with things. We will provide you with a professional, friendly, supportive and sociable setting in which to thrive and realise your potential.

Work

Our Trust Management team advise trustees on the proper administration of all types of trusts. The team works closely with our probate, succession planning and Wills teams.

As a Trust Manager you will advise trustees on managing trust assets and prepare annual accounts and tax returns, along with advising on wider tax matters including inheritance tax calculations and returns, changes of trustees and the appropriate provision of information to beneficiaries.

We are also looking to grow our compliance practice in addition to our core trust management offering. You will be a key part of this and will be involved in IHT returns for non-residents and trusts, tax returns for non-resident individuals, ATED and non-resident CGT returns and assisting with GDPR and TRS compliance.

Requirements

We are looking for individuals who have relevant previous trust management and accountancy experience to succeed in this role. You will be looking to continue developing yourself and your capabilities, with the support of the leadership team. You will need to be adaptable and interested in picking up a variety of different matters and complex work to support the wider tax, trust and family department.

Ideally you will have a relevant accountancy qualification as well as possibly be ATT, CTA or STEP qualified.

You will have accounting experience in trust management, preferably using tax software.

We're committed to finding the right person for this role and are open to discussing flexible working patterns.

Get in touch!

If you would like an informal conversation to find out more, we would be happy to give you a firm insight and an overview of the department to make sure this is the right next career for you.

For a confidential conversation call Victoria Lewton: T: 0117 307 6942.

Please click on the Apply button, to upload your CV and covering letter.

Burges Salmon is an Equal Opportunities employer.

No agencies please.

Source: Burges Salmon