Trusts Senior

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.

Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations.

Advise clients on 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.

• 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 –  / Mobile:

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