Trusts and Fiduciary Executive

1 month ago

Bristol City Centre, United Kingdom CapeClarke Limited Full time

Job Title: Trusts & Fiduciary Executive
Location: Bristol

This role is with a prestigious UK Top 50 law firm, who are establishing a full-service presence in Bristol. As. result, they are seeking passionate professionals to join the founding team.

Why This Opportunity?

  • Be a Trailblazer: Shape the future of a new office in a thriving city.
  • Work-Life Balance: Enjoy hybrid working, flexible hours, and a generous benefits package, including 25 days of holiday, private healthcare, and enhanced parental leave.
  • Career Development: Take your career to the next level with structured development opportunities and study support.
  • Make an Impact: Contribute to our client's commitment to sustainability and diversity, with a strong focus on Environmental, Social, and Governance (ESG) objectives.

About the Role:
As a Trusts & Fiduciary Executive, you'll manage a diverse portfolio of trusts, ensuring compliance and efficient administration. Your key responsibilities will include:

 

  • Administering trust portfolios and estates, handling tax compliance, and preparing trust accounts using specialized software.
  • Collaborating with trustees, professional advisors, and HMRC to ensure accurate filings and reporting.
  • Supporting the growth of the trust and tax function within the firm, while fostering client relationships.

What We're Looking For:

The ideal candidate will have:

 

 

  • Experience: At least 2 years of experience in personal tax and trust administration, including the preparation of trust accounts and tax returns.
  • Technical Skills: A solid understanding of Inheritance Tax, trust accounting practices, and compliance requirements.
  • Qualifications: STEP, ATT, ACCA, or similar qualification is highly desirable.
  • Communication: Excellent client-facing skills and experience liaising with HMRC and third parties.

Benefits Package

 

  • Competitive Salary & Profit Sharing
  • Generous Pension Scheme 
  • Private Healthcare 
  • Life Assurance & Permanent Health Insurance
  • Agile Working & Dress for Your Day Policy
  • Enhanced Parental Leave & Long Service Awards


Apply to this role as soon as you can by submitting you CV today

 

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