Trust Manager in Bristol

Trust Manager in Bristol

Bristol Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
Burges Salmon LLP

At a Glance

  • Tasks: Advise on trust management and collaborate with teams on tax and estate planning.
  • Company: Join a top-rated law firm known for excellence and flexibility.
  • Benefits: Hybrid working, supportive environment, and opportunities for professional growth.
  • Why this job: Make a real impact while working with a reputable team on complex matters.
  • Qualifications: Experience in trust management and relevant accountancy qualifications preferred.
  • Other info: Open to diverse backgrounds and flexible working patterns.

The predicted salary is between 36000 - 60000 ÂŁ per year.

The Tier 1 Private Client team is continuing to grow and is looking for an experienced Trust Manager to join the team. The team enjoys an excellent reputation throughout the country, advising both national and international clients on complex and high-value matters including tax and estate planning, offshore tax planning, corporate tax and more. Our work creates real, lasting impact for our clients and their families, built on the high standards and quality we are known for.

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.

What you’ll be doing:

  • Advising trustees on the administration of all types of trusts
  • Working closely with our Probate, Succession Planning and Wills teams
  • Advising on the management of trust assets
  • Preparing annual trust accounts and tax returns
  • Providing advice on wider tax matters including inheritance tax calculations and returns, changes of trustees, the appropriate provision of information to beneficiaries

About you:

  • 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. This role is available on a hybrid working basis.

Why Burges Salmon?

You’ll be joining a workplace recognised for excellence, flexibility and responsible business practices, including:

  • RollOnFriday's Best Law Firm to Work At — five years running
  • “Law Firm of the Year” at the Legal Business Awards 2025
  • “Sustainable Business of the Year” at the Bristol Legal Awards 2025
  • Investors in People Platinum accreditation

We welcome applications from all backgrounds and identities. As a Disability Confident Leader, we offer an accessible recruitment process and guarantee interviews to disabled applicants who meet the minimum criteria.

Interested in applying? Please make a formal application via our careers site.

Trust Manager in Bristol employer: Burges Salmon LLP

Burges Salmon is an exceptional employer, renowned for its commitment to excellence and employee well-being. With a supportive and sociable work culture, the firm offers flexible working patterns and numerous opportunities for professional growth, making it an ideal place for Trust Managers to thrive in their careers while making a meaningful impact on clients' lives.
Burges Salmon LLP

Contact Detail:

Burges Salmon LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trust Manager in Bristol

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Trust Manager role. You never know who might have the inside scoop on an opportunity!

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of trust management and tax matters. Be ready to discuss your previous experience and how it aligns with the role. We want to see your passion and expertise shine through!

✨Tip Number 3

Showcase your skills! If you’ve got any relevant projects or case studies, bring them along to your interviews. This is your chance to demonstrate how you can make a real impact for clients and their families.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Trust Manager in Bristol

Trust Management
Accountancy Experience
Tax Planning
Inheritance Tax Calculations
Preparation of Annual Trust Accounts
Tax Returns Preparation
Advising on Trust Administration
Experience with Tax Software
Communication Skills
Collaboration with Probate and Succession Planning Teams
Attention to Detail
Client Advisory Skills
Problem-Solving Skills
Flexibility in Working Patterns

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match the Trust Manager role. Highlight your previous trust management and accountancy experience, and don’t forget to mention any relevant qualifications like ATT, CTA, or STEP.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Tier 1 Private Client team. Share specific examples of how you've advised on trust administration or managed trust assets in the past.

Showcase Your Soft Skills: We value a friendly and supportive environment, so let your personality shine through! Mention your ability to work independently and how you’ve collaborated with teams in the past, especially with Probate, Succession Planning, and Wills.

Apply Through Our Website: Don’t forget to submit your application via our careers site! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team!

How to prepare for a job interview at Burges Salmon LLP

✨Know Your Trusts Inside Out

Make sure you brush up on your knowledge of different types of trusts and their administration. Be prepared to discuss specific examples from your past experience where you've successfully managed trusts, as this will show your expertise and confidence in the role.

✨Showcase Your Tax Savvy

Since tax planning is a big part of the job, be ready to talk about your experience with tax software and how you've handled inheritance tax calculations or returns. Bring along any relevant qualifications like ATT, CTA, or STEP to back up your claims.

✨Demonstrate Team Collaboration

This role involves working closely with other teams like Probate and Succession Planning. Prepare to share examples of how you've collaborated with different departments in the past, highlighting your ability to work well in a team-oriented environment.

✨Ask Insightful Questions

At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to client relationships or how they support professional development. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.

Trust Manager in Bristol
Burges Salmon LLP
Location: Bristol

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