Trust Manager

3 weeks ago

Bristol, Bristol, United Kingdom Michelmores Full time
Join Our Tax, Trusts and Succession Team

We are a dynamic and forward-thinking organisation that helps enterprises and individuals navigate change to find a positive future. Our team is dedicated to providing an efficient trust administration service, and we are seeking a Trust Manager to support our Trust Director, Partners, and other team members.

About the Role

This is an exciting opportunity to join our award-winning Tax, Trusts and Succession team, which has consistently been recognised for its exceptional level of service. As a Trust Manager, you will be responsible for managing a portfolio of trusts, providing tax advice to individuals and their wealth, and overseeing the creation and administration of trusts and other vehicles to hold and manage private wealth.

Key Responsibilities
  • Manage a large number of trusts, ensuring efficient administration and compliance with relevant laws and regulations.
  • Liaise with accountants and coordinate the preparation of annual trust accounts and tax returns.
  • Oversee payments of tax and other payments, taking responsibility for billing.
  • Work collaboratively with the team to provide a high-quality service to our clients.
Requirements

To be successful in this role, you will need:

  • Experience in trust administration and management.
  • A commercial, pro-active, and professional approach to work.
  • The ability to interact well with others in a sensitive and effective way.
What We Offer

We offer a flexible, friendly, and inclusive work environment, with opportunities for career development and success. We value and nurture our people's potential and inspiration, giving them a creative, open, and collaborative environment in which to develop their skills and expertise.

We are an equal opportunities employer and welcome applications from all qualified candidates. We do not discriminate on grounds of race, gender, marital status, age, religion, colour, nationality, ethnic origin, disability, or sexual orientation.

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