Trusts Senior Bristol

Taxation; Bristol; On-site; GBP 60,000 - 80,000; Full time

Job summary

A large regional practice in Bristol is seeking a Trusts Senior to manage a portfolio of trusts and ensure accurate administration. Key responsibilities include preparing trust and estate accounts, advising clients on tax matters, and assisting in planning projects. The ideal candidate should be ATT, AAT, or CTA qualified or a student. This role offers an opportunity to develop tax technical skills in a supportive environment.

Qualifications

• ATT, AAT, CTA Student or Qualified.

Responsibilities

• Preparing trust and estate accounts, income tax returns, inheritance tax forms.
• Advise clients on Trust wind up and management of tax payments.
• Assisting senior colleagues with succession and estate planning projects.
• Identify and relay internal procedure efficiencies to senior colleagues.
• Developing trust, estate, and probate tax technical skills.

Job description

Trusts Senior – Bristol

Clark Wood are currently working with a large regional practice who are looking for a Trust & Estates Senior in their Bristol office.

Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration.

Responsibilities:

• Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations
• Advise clients re Trust wind up, income distributions and management of tax payments
• Assisting senior colleagues with succession and estate planning projects
• Identify where internal procedures/systems could be more efficient, relay this to more senior colleagues and assist with implementing changes
• Developing trust, estate and probate tax technical skills and keeping up to date through training courses, appropriate research, and identification of changes in legislation, HMRC policy and as a result of cases.

Qualifications:

• ATT, AAT, CTA Student or Qualified

Should you be working in Private Client Tax at the moment and keen on a new Trusts opportunity then please do not hesitate to apply below!

For further info or a discreet initial chat, please contact Rich Clark at Clark Wood - [e-mail] / Mobile: [phone]

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