Tax and Trusts Professional

7 days ago


Bristol, Bristol, United Kingdom Michelmores Full time
About the Role

We are seeking an experienced Trust Manager to join our dynamic team at Michelmores. As a key member of our Tax, Trusts and Succession team, you will play a vital role in managing a portfolio of trusts to provide an efficient trust administration service.

Key Responsibilities
  1. Maintain time recording on client matters daily in accordance with the firm's procedures.
  2. Support the Trust Director, Partners and other members of the team in managing a portfolio of trusts.
  3. Work closely with accountants and coordinate the preparation of annual trust accounts and tax returns.
  4. Liaise with HMRC, trustees, beneficiaries and investment managers.
  5. Oversee payments of tax and other payments and take responsibility for billing.
About You

We are looking for a qualified accountant or solicitor with experience in trust administration and management of a large number of trusts. You will have excellent interpersonal skills, be an effective communicator at all levels and have a commercial, pro-active and professional approach to work.

Other key skills include:

  • Strong administrative skills, ensuring records are kept up to date and meetings minutes are accurately taken.
  • Ability to interact well with others in a sensitive and effective way.
  • Self-motivation, commitment to working towards goals and strong enthusiasm for your career.
  • Understanding of the importance of confidentiality and use of discretion.
What We Offer

At Michelmores, we value and nurture our people's potential and inspiration. We offer a flexible, friendly and inclusive organisation with a clear focus on fresh thinking and growth and success.

We work hard to create and sustain an open and collaborative environment, embracing change and constantly evolving to meet our people's diverse needs.

We are an Equal Opportunities Employer and 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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