Trusts Manager

Trusts Manager l Top 50 Firm l Bristol

The firm:

A regional firm but with London-style work, this Top 50 firm has a fantastic reputation and is constantly expanding and developing. They excel in key areas such as Agriculture & Rural Affairs, Private Wealth, mid-market Corporate/M&A, Employment, Environment, Litigation, Planning, Real Estate, Restructuring & Insolvency, and Family/Matrimonial law.

Recently ranked highly in the ‘Best UK Law Firm to Work For’ 2024 and securing eight Future Lawyers Awards this year, this firm stands out not only for its exceptional legal services but also as an outstanding employer. The firm is a leader in gender diversity, with a significant percentage of female partners, and has made strides in enhancing maternity leave and providing additional support for families.

What sets this firm apart is its lack of hierarchy. There’s a strong sense of approachability and community throughout the organisation, with the culture often described as genuine, friendly, and enjoyable.

The firm recently celebrated a significant milestone, surpassing £100 million in revenue, marking its fifth consecutive year of growth.

The role:

An exceptional opportunity has arisen for a Trusts Manager join a prominent Top 50 law firm as part of their Private Client Advisory team, to be based in Bristol.

This firm boasts a top-tier private client practice, serving clients with diverse assets who require intricate succession planning and wealth protection strategies. A significant portion of their work comes from generational clients, utilizing the firm for comprehensive 'cradle to grave' legal services.

As the Trusts Manager, you will take a proactive role in managing client portfolios, addressing tax and succession planning issues related to trusts and estates for individuals, families, and charities.

The ideal candidate will have:

• Experience in trust administration and managing a large portfolio of trusts
• Qualification as an accountant or solicitor
• Experience in liaising with accountants and coordinating the preparation of annual trust accounts and tax returns
• Familiarity with overseeing updates to the Trust Registration Service
• Proven ability to liaise with HMRC, trustees, beneficiaries, and investment managers
• Experience in overseeing tax payments and other financial obligations, with responsibility for billing

What’s on offer:

• Competitive salary and benefits package with a host of perks
• Challenging, varied and interesting work, collaborating with a team of specialist lawyers
• Lots of flexibility on offer and a down-to-earth working culture