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Trusts and Fiduciary Executive

2 months ago

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

We are seeking a highly skilled Trusts and Fiduciary Executive to join our team at CapeClarke. As a key member of our team, you will be responsible for managing a diverse portfolio of trusts, ensuring compliance and efficient administration.

Key Responsibilities
  • Administering trust portfolios and estates, handling tax compliance, and preparing trust accounts using specialized software.
  • Collaborating with trustees, professional advisors, and HMRC to ensure accurate filings and reporting.
  • Supporting 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.
  • 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