Trust Manager

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Our Tier 1 Private Client team are growing and looking for an experienced Trust Manager to join the team.

The team enjoys an excellent reputation throughout the country, with both national and international clients. We advise clients on tax and estate planning, offshore tax planning, corporate tax and more.

Don't just take our word for it...

"They can do pretty much anything, from international to agriculture to entrepreneur work" (Chambers HNW Guide 2020).

The Opportunity

As a Trust Manager, you will take ownership of your work and be trusted to manage tasks independently. We offer a professional, friendly, supportive, and sociable environment to help you thrive and reach your potential.

Our Trust Management team advises trustees on administering all types of trusts, working closely with our probate, succession planning, and Wills teams. You will advise trustees on managing trust assets and prepare annual accounts and tax returns, along with advising on wider tax matters including inheritance tax calculations and returns, changes of trustees and the appropriate provision of information to beneficiaries.

You will play a key role in handling IHT returns for non-residents and trusts, tax returns for non-resident individuals, ATED, non-resident CGT returns, and assisting with GDPR and TRS compliance.

What you'll need

• Relevant previous trust management and accountancy experience
• Ideally, you will have a relevant accountancy qualification for example, ATT, CTA or STEP qualified.
• Experience using tax software

We're committed to finding the right person for this role and are open to discussing flexible working patterns.

Benefits

A full overview of all the benefits of working at Burges Salmon can be found on the ' working at Burges Salmon ' section of our careers page.

We are delighted to have been named RollOnFriday's 'Best Law Firm to Work At' 2024 , for the third year in a row, and also named as one of The Times Top 50 Employers for Women. Our commitment to excellence has recently been recognised by the IIP, which awarded us Platinum certification for investment in people.

It's important to us that our organisation represents the diverse community in which we operate and we encourage applications from people of all backgrounds and identities. As a Disability Confident Leader we will provide a fully accessible recruitment process and offer an interview to disabled applicants who meet the minimum criteria for the job.

Get in touch!

If you would like to learn more about this opportunity, please contact Abbie Jackson - 0117 307 6776 - for an informal and confidential conversation.

Take the leap. Make a splash...

Documents

• Specialist Guidance Document.pdf (485.66 KB)
• Responsible Business Performance Highlights.pdf (0.77 MB)

Further Links

• Hybrid Working
• Benefits & Rewards
• Business Professionals Careers