Reference: HSJ92195447 Private Client
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.
- Trust Executive
- BathChadwick Nott are instructed by a well-established regional practice who are seeking an experienced Trust Executive to join their highly regarded Private Client/Succession & Tax team in Bath.This is a fantastic opportunity to work with private clients and companies in a friendly and collaborative environment.
You should have around 10 years plus PQE and experience managing your own caseload and be able to prioritise tasks effectively, working both independently and as part of a team.Your day-to-day responsibilities will include:Liaising with and reporting to trust beneficiariesConducting annual trust reviewsDrafting trust documentationPreparing trust tax returns for Inheritance Tax, Capital Gains Tax, and Income TaxAdministering day-to-day trust tasks, including investment data entryReviewing and updating FATCA/GIIN status for trustsExcellent communication skills and attention to detail are key.
As an integral member of the team you can expect to play an active role in business development and networking.My client are offering a market leading salary, attractive benefits and a flexible working environment, allowing you to split your time between home and the office.If you would like any further information call Hannah Somers at Chadwick Nott for a confidential conversation on or or contact via e-mail to
*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same.
We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic.
We champion and celebrate diversity in the workplace. xsabvtc
Where a level of experience is indicated, please note that this is only a guideline.
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Private Client - Trust Executive - Bath in Weston employer: Chadwick Nott
As a leading international law firm based in Bristol, we pride ourselves on offering an exceptional work environment that fosters collaboration and innovation. Our Associate Directors in Financial Services Regulation benefit from exposure to high-quality, complex international work, alongside opportunities for career progression within a supportive team. With a commitment to diversity and inclusion, we ensure that all employees are valued and empowered to thrive in their roles.
