Trusts and Fiduciary Executive
1 month ago
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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