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Trusts Manager

2 months ago

Bristol, Bristol, United Kingdom JMC Legal Recruitment Full time
About the Firm

JMC Legal Recruitment is proud to partner with a top-tier law firm in Bristol, known for its exceptional legal services and outstanding employer reputation.

This firm boasts a strong commitment to gender diversity, with a significant percentage of female partners, and has made strides in enhancing maternity leave and providing additional support for families.

The firm's culture is described as genuine, friendly, and enjoyable, with a strong sense of approachability and community throughout the organisation.

About the Role

An exceptional opportunity has arisen for a Trusts Manager to join the Private Client Advisory team, based in Bristol.

This role involves managing client portfolios, addressing tax and succession planning issues related to trusts and estates for individuals, families, and charities.

The ideal candidate will have experience in trust administration, managing a large portfolio of trusts, and liaising with accountants and HMRC.

Responsibilities will include:

  • Managing client portfolios and addressing tax and succession planning issues
  • Liaising with accountants and HMRC to ensure compliance with regulations
  • Overseeing updates to the Trust Registration Service
  • Coordinating the preparation of annual trust accounts and tax returns
  • Billings and financial obligations
What's on Offer

This role offers a competitive salary and benefits package, with a host of perks, including:

  • Challenging and varied work, collaborating with a team of specialist lawyers
  • Lots of flexibility on offer and a down-to-earth working culture

This is an excellent opportunity for a Trusts Manager to join a leading law firm and take their career to the next level.