Charity Trusts Manager

4 weeks ago


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

This top-tier law firm boasts a strong reputation and is constantly expanding, with a revenue exceeding £100 million. They excel in key areas such as Agriculture & Rural Affairs, Private Wealth, Corporate/M&A, Employment, Environment, Litigation, Planning, Real Estate, Restructuring & Insolvency, and Family/Matrimonial law.

What Sets Us Apart

We pride ourselves on our approachable and community-driven culture, often described as genuine, friendly, and enjoyable. Our lack of hierarchy allows for a strong sense of collaboration and teamwork.

The Role

We are seeking an exceptional Trusts Manager to join our Private Client Advisory team in Bristol. As part of our top-tier private client practice, you will manage client portfolios, address tax and succession planning issues related to trusts and estates for individuals, families, and charities.

Key Responsibilities
  • Manage a large portfolio of trusts and estates
  • Liaise with accountants and coordinate the preparation of annual trust accounts and tax returns
  • Oversee updates to the Trust Registration Service
  • Liaise with HMRC, trustees, beneficiaries, and investment managers
  • Oversee tax payments and other financial obligations, with responsibility for billing
What's On Offer
  • Competitive salary and benefits package with a host of perks
  • Challenging, varied, and interesting work, collaborating with a team of specialist lawyers
  • Lots of flexibility on offer and a down-to-earth working culture


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