Trust Manager

Michelmores

West

JOB DETAILS
LOCATION
West
POSTED
18 days ago

Description

Trust Manager

We are looking for a Trust Manager to join the firm's Tax, Trust and Succession (TTS) team to work alongside experienced trust specialists in a team focused on providing succession advice to families across generations.

You will be joining a fast-growing and successful law firm and have the opportunity to support the team's continued growth by working on a range of trusts with both UK and international elements.   

In this role you will be preparing and reviewing trust tax returns, preparing trust accounts and CGT computations as well as overseeing the day-to-day trust administration. With support from two Assistants, you will be responsible for approximately 170 trusts. 

We are flexible on location and will consider candidates to be based in our Exeter or Bristol offices.

The Candidate

The successful applicant will possess strong trust tax and trust account experience, as well as practical experience of personal tax. Previous involvement in trust accounts preparation is essential and the ability to deal with personal tax returns and estate returns will be an advantage.

You will have previous experience of using tax return software, strong Microsoft Word and Excel skills and, ideally, experience of computerised accounts packages.

You will also be managing junior staff within the team and so previous management experience would also be an advantage.

In addition, you will possess the following attributes:

  • Ability to use your initiative and problem solve
  • Excellent attention to detail
  • Excellent organisational skills
  • Ability to manage conflicting priorities and deadlines in a flexible and proactive way
  • Excellent communication skills
  • Exhibits high levels of client service (both to internal and external clients)
  • Enthusiastic, friendly team player
  • Committed to ongoing learning and development

Experience Required

The successful applicant will have a minimum of 5 years Trust, Tax and Accounts experience. Ideally you will also be ACA, ACCA, ATT/CIOT or STEP qualified.

The Firm

At Michelmores we put our clients at the heart of everything we do. We advise clients on a broad range of legal matters across the UK and internationally. With offices in Exeter, London and Bristol we are well placed to work with a diverse range of clients, with a specific focus on Private Wealth, Finance and Investment and Real Estate. We also have strong sector support for Technology and Innovation, Energy, Manufacturing and Public Sector work.

We have a total complement of around 460 which includes lawyers, professional advisers, paralegals and business services. Our longstanding history and solid values has created an entrepreneurial environment where we treat all people, clients and employees alike, as individuals. In a recent staff culture survey our employees regarded Michelmores as being ambitious, supportive and collaborative.

As a firm we are committed to supporting our people across all levels to achieve the balance they need.  We are open to talk flexible working and to empower any candidate to put forward a flexible working pattern to meet their needs.

 

We are looking for a Trust Manager to join the firm's Tax, Trust and Succession (TTS) team to work alongside experienced trust specialists in a team focused on providing succession advice to families across generations.

You will be joining a fast-growing and successful law firm and have the opportunity to support the team's continued growth by working on a range of trusts with both UK and international elements.   

In this role you will be preparing and reviewing trust tax returns, preparing trust accounts and CGT computations as well as overseeing the day-to-day trust administration. With support from two Assistants, you will be responsible for approximately 170 trusts. 

We are flexible on location and will consider candidates to be based in our Exeter or Bristol offices.

The Candidate

The successful applicant will possess strong trust tax and trust account experience, as well as practical experience of personal tax. Previous involvement in trust accounts preparation is essential and the ability to deal with personal tax returns and estate returns will be an advantage.

You will have previous experience of using tax return software, strong Microsoft Word and Excel skills and, ideally, experience of computerised accounts packages.

You will also be managing junior staff within the team and so previous management experience would also be an advantage.

In addition, you will possess the following attributes:

  • Ability to use your initiative and problem solve
  • Excellent attention to detail
  • Excellent organisational skills
  • Ability to manage conflicting priorities and deadlines in a flexible and proactive way
  • Excellent communication skills
  • Exhibits high levels of client service (both to internal and external clients)
  • Enthusiastic, friendly team player
  • Committed to ongoing learning and development

Experience Required

The successful applicant will have a minimum of 5 years Trust, Tax and Accounts experience. Ideally you will also be ACA, ACCA, ATT/CIOT or STEP qualified.

The Firm

At Michelmores we put our clients at the heart of everything we do. We advise clients on a broad range of legal matters across the UK and internationally. With offices in Exeter, London and Bristol we are well placed to work with a diverse range of clients, with a specific focus on Private Wealth, Finance and Investment and Real Estate. We also have strong sector support for Technology and Innovation, Energy, Manufacturing and Public Sector work.

We have a total complement of around 460 which includes lawyers, professional advisers, paralegals and business services. Our longstanding history and solid values has created an entrepreneurial environment where we treat all people, clients and employees alike, as individuals. In a recent staff culture survey our employees regarded Michelmores as being ambitious, supportive and collaborative.

As a firm we are committed to supporting our people across all levels to achieve the balance they need.  We are open to talk flexible working and to empower any candidate to put forward a flexible working pattern to meet their needs.

 

Michelmores LLP is an Equal Opportunities Employer

We do not discriminate on grounds of race, gender, marital status, age, religion, colour, nationality, ethnic origin, disability or sexual orientation in the selection, recruitment and treatment of our staff.

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