Trust Manager

1 month ago

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

We are a dynamic and forward-thinking organization 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 work with a well-established practice that has consistently been awarded top accolades for its level of expertise. As a Trust Manager, you will be responsible for managing a portfolio of trusts, providing tax advice for individuals and their wealth, and creating and administering trusts and other vehicles to hold and manage private wealth.

Key Responsibilities
  • Manage a large number of trusts, including overseeing payments of tax and other payments, and taking responsibility for billing.
  • Liaise with accountants and coordinate the preparation of annual trust accounts and tax returns.
  • Work closely with the Trust Director, Partners, and other team members to provide an efficient trust administration service.
  • Support the development of more junior members of the team and train them as required.
Requirements

We are looking for a commercial, pro-active, and professional individual with experience in trust administration and management. You must be able to interact well with others in a sensitive and effective way, and have a team player approach. Michelmores LLP is an Equal Opportunities Employer, and we do not discriminate on grounds of race, gender, marital status, age, religion, colour, nationality, ethnic origin, disability, or sexual orientation.

We value and nurture our people's potential and inspiration, and give them a creative, open, and collaborative environment in which to develop a career and succeed. If you are a motivated and experienced professional looking for a new challenge, please apply for this exciting opportunity.

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