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Executive Trust Administrator

2 months ago

Bristol, Bristol, United Kingdom CapeClarke Limited Full time
About the Role

CapeClarke Limited is seeking a highly skilled Trusts and Fiduciary Executive to join our team in Bristol. As a key member of our founding team, you will play a crucial role in shaping the future of our full-service presence in the city.

Key Responsibilities
  • Manage a diverse portfolio of trusts, ensuring compliance and efficient administration.
  • Administer trust portfolios and estates, handling tax compliance, and preparing trust accounts using specialized software.
  • Collaborate with trustees, professional advisors, and HMRC to ensure accurate filings and reporting.
  • Support the growth of the trust and tax function within the firm, while fostering client relationships.
Requirements
  • At least 2 years of experience in personal tax and trust administration, including the preparation of trust accounts and tax returns.
  • A solid understanding of Inheritance Tax, trust accounting practices, and compliance requirements.
  • Qualifications: STEP, ATT, ACCA, or similar qualification is highly desirable.
  • Excellent client-facing skills and experience liaising with HMRC and third parties.
What We Offer
  • 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