Trust and Estates Assistant Manager / Manager

Michael Page
£40000 - £50000 per annum + Benefits
11 Jun 2021
09 Jul 2021
JN -022021-2009121
Mark Bailey
Job role
Contract type
Full time
Experience level

A highly successful and growing chartered accountancy practice, based in Bristol has a requirement for a Trust and Estates Assistant Manager / Manager to join their highly regarded team, in a role and firm offering a clear career path, with increasing responsibility and progression on offer.

Client Details

Based in Bristol, this leading chartered accountancy practice has experienced a significant and prolonged period of positive growth, set to continue and the position has evolved as a result of organic client growth, with the need to invest in the right professionals. You will be joining at a key time, with the potential to really carve a career path within this highly regarded team and firm.


Joining as Trust and Estates Assistant Manager / Manager based from the firms Bristol offices, you will take on the management of your own portfolio of clients. Alongside overseeing the delivery of a quality compliance trust and estate accounting and tax service, you will build relationships with your clients and deliver on wide ranging advisory and planning work alongside this, You will also play an increasing role in helping to manage and support the wider team, acting in a key support capacity and look to further develop the growth of the department, with involvement in business development, networking and running events. In this key position you will have genuine opportunity to carve a career path and progress, as a pivotal addition to this growing team at a key time in the firms development and planning for the future success of this service line. You will benefit from both exposure to top tier quality clients and work, along with working in an environment where work life balance is valued and encouraged, getting the best of both worlds without having to compromise on either front.


The ideal candidate will be any of ACA, CTA and/or STEP qualified and you will be able to demonstrate experience and a career background within Trust Accounts and Tax, dealing individuals, trustees and executors. You will have a career background in this area ideally, committed to developing your career and progressing within this specialist area and bring a background working for a firm of chartered accountants, or specialist business providing these services to this range of clients. You will be looking to progress and further your career in this field with the clear ability to build relationships with clients, bringing the communication skills, confidence and ability to develop within this successful team and firm.

Job Offer

Circa £40,000 - £50,000 + dependent on the experience and background of the right professional, plus benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452

Similar jobs

Similar jobs