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Private Client Trust Manager

Bristol Permanent View Job Description
This role manages the administration, accounts and tax for a range of trusts while advising trustees on private client matters. You'll work closely with specialists across the Private Client team to deliver high‑quality support to national and international clients.
  • Private Client Trust Manager
  • 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

  • Supporting trustees with the day‑to‑day and long‑term running of a variety of trusts.
  • Advising on broader tax issues, including inheritance tax reporting, changes in trusteeship, and communicating required information to beneficiaries.
  • Partnering with colleagues across Probate, Succession Planning and Wills to deliver seamless client service.
  • Overseeing the stewardship and performance of trust assets.
  • Producing annual trust accounts and managing all related tax compliance.
  • Stay updated on changes in legislation and industry practices affecting trusts.

The Successful Applicant

A successful Trust Manager should have:

  • Significant experience providing advisory support across trust administration, tax matters, and wider private client issues.
  • Strong technical understanding of trust law, tax legislation and regulatory requirements, with the ability to interpret and apply them confidently.
  • Skilled at analysing complex scenarios and delivering clear, practical guidance to trustees and beneficiaries.
  • Highly organised, with meticulous attention to detail and the ability to manage competing deadlines.
  • Professionally qualified (CTA preferred), with STEP/TEP, or ATT considered an advantage.
  • Proficient in tax software.
  • Excellent communicator able to build trusted relationships with clients, colleagues and external stakeholders.

What's on Offer

  • Join a nationally recognised, Tier 1 Private Client team known for its high‑quality work and excellent reputation.
  • A supportive, collaborative and people‑focused law firm where you'll be trusted to take ownership and develop your advisory expertise.
  • Exposure to high‑value, complex trust and tax matters for both UK and international clients.
  • A firm committed to flexibility, with hybrid working options available.
  • Permanent position based in the vibrant city of Bristol.
  • Access to ongoing professional development, clear progression opportunities and a culture that genuinely invests in its people.
  • A workplace celebrated for its employee experience, sustainability and responsible business approach.
Contact
Esmae Talbot-Lewis
Quote job ref
JN-032026-6965040
Phone number
+441179065133

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
Bristol
Contract type
Permanent
Consultant name
Esmae Talbot-Lewis
Consultant phone
+441179065133
Job reference
JN-032026-6965040