1. Private Client Trust Manager
2. Prestigious Law Firm in Bristol
About Our Client
Our client is a leading UK law firm with a strong Private Client practice and a reputation for high‑quality, people‑focused work. Based in Bristol, the firm offers a collaborative environment and works with clients across the UK and internationally.
Job Description
3. Supporting trustees with the day‑to‑day and long‑term running of a variety of trusts.
4. Advising on broader tax issues, including inheritance tax reporting, changes in trusteeship, and communicating required information to beneficiaries.
5. Partnering with colleagues across Probate, Succession Planning and Wills to deliver seamless client service.
6. Overseeing the stewardship and performance of trust assets.
7. Producing annual trust accounts and managing all related tax compliance.
8. Stay updated on changes in legislation and industry practices affecting trusts.
The Successful Applicant
A successful Trust Manager should have:
9. Significant experience providing advisory support across trust administration, tax matters, and wider private client issues.
10. Strong technical understanding of trust law, tax legislation and regulatory requirements, with the ability to interpret and apply them confidently.
11. Skilled at analysing complex scenarios and delivering clear, practical guidance to trustees and beneficiaries.
12. Highly organised, with meticulous attention to detail and the ability to manage competing deadlines.
13. Professionally qualified (CTA preferred), with STEP/TEP, or ATT considered an advantage.
14. Proficient in tax software.
15. Excellent communicator able to build trusted relationships with clients, colleagues and external stakeholders.
What's on Offer
16. Join a nationally recognised, Tier 1 Private Client team known for its high‑quality work and excellent reputation.
17. A supportive, collaborative and people‑focused law firm where you'll be trusted to take ownership and develop your advisory expertise.
18. Exposure to high‑value, complex trust and tax matters for both UK and international clients.
19. A firm committed to flexibility, with hybrid working options available.
20. Permanent position based in the vibrant city of Bristol.
21. Access to ongoing professional development, clear progression opportunities and a culture that genuinely invests in its people.
22. A workplace celebrated for its employee experience, sustainability and responsible business approach.