Tax Manager
Competitive Depending on Experience

Trust Tax Manager

Ref: 867| Posted: 15th Apr 2024

Trust Tax Manager – Bristol, Hampshire (Full Time, Permanent)

We are currently looking for an experienced Trust Tax Manager to join a leading firm of Chartered Accountants based in Bristol, Hampshire.

Our client is looking for an experienced Trust Tax Manager to join their team. This is an advisory, client-facing role with clear prospects for career progression and for the right person, possible future partnership.

The role will involve managing a portfolio of trust clients for the wealthiest of their private clients and this will include all aspects of trusts from managing the trust administration and accounts and tax return preparation through to complex advisory and inheritance tax matters.

The main responsibilities will include:

  • Reviewing accounts and tax returns prepared by the team
  • Overseeing the trust administration and preparation processes 
  • Assisting senior managers/partners with various advisory work and projects
  • Supporting the senior manager with the management of the team and processes
  • The opportunity to build meaningful relationships with trustees, their advisors and the beneficiaries. 

Candidates will be committed to a career in trusts and will have strong relevant experience in this area. Candidates will also be a team player with a positive and enthusiastic attitude. Experience of running a portfolio of trust clients, including organising the delivery of work, problem solving and the ability to use your own initiative is essential with experience of advising trustees on various trust matters being desirable.

Previous experience of using computerized accounting or tax packages is useful. The firm uses CCH Personal Tax and CCH Trust Accounts.

In return for your skills, you will receive a competitive salary depending on your experience and some great company benefits.

Just hit the apply button to forward over your CV for the Trust Tax Manager role.

First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973.  First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.

Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.

First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.