Job Title:
Trusts & Fiduciary Executive
Location:
Bristol
This role is with a prestigious UK Top 50 law firm, who are establishing a full-service presence in Bristol. As. result, they are seeking passionate professionals to join the founding team.
Why This Opportunity?
- Be a Trailblazer: Shape the future of a new office in a thriving city.
- Work-Life Balance: Enjoy hybrid working, flexible hours, and a generous benefits package, including 25 days of holiday, private healthcare, and enhanced parental leave.
- Career Development: Take your career to the next level with structured development opportunities and study support.
- Make an Impact: Contribute to our client's commitment to sustainability and diversity, with a strong focus on Environmental, Social, and Governance (ESG) objectives.
About the Role:
As a Trusts & Fiduciary Executive, you'll manage a diverse portfolio of trusts, ensuring compliance and efficient administration. Your key responsibilities will include:
- 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.
What We're Looking For:
The ideal candidate will have:
- Experience: At least 2 years of experience in personal tax and trust administration, including the preparation of trust accounts and tax returns.
- Technical Skills: A solid understanding of Inheritance Tax, trust accounting practices, and compliance requirements.
- Qualifications: STEP, ATT, ACCA, or similar qualification is highly desirable.
- Communication: Excellent client-facing skills and experience liaising with HMRC and third parties.
Benefits Package
- 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
Apply to this role as soon as you can by submitting you CV today!
Or of course, get in touch with any queries:
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#trusts #legaljobs #bristoljobs
Our client is an equal opportunity employer and welcomes applications from all qualified individuals, regardless of race, gender, disability, or other protected characteristics.