Private Client – Trust Executive – Bath

Overview

In this Trust Executive role, you will support a Private Client/Succession & Tax team in Bath, managing a caseload of private trusts and coordinating with beneficiaries. You’ll draft trust documents, handle tax returns (IHT, CGT, IT), and oversee day-to-day trust administration, contributing to cross-functional client service. The role combines independent ownership with team collaboration in a friendly, inclusive firm. A strong development opportunity in a well-regarded regional practice with flexible working.

Pay / Benefits

• market leading salary
• attractive benefits
• flexible working environment
• split time between home and office

Responsibilities

• Liaising with and reporting to trust beneficiaries
• Conducting annual trust reviews
• Drafting trust documentation
• Preparing trust tax returns for Inheritance Tax, Capital Gains Tax, and Income Tax
• Administering day-to-day trust tasks, including investment data entry
• Reviewing and updating FATCA/GIIN status for trusts
• Active involvement in business development and networking

Key requirements

• approximately 10 years plus PQE
• experience managing own caseload
• ability to prioritise tasks and work independently and as part of a team
• excellent communication skills
• attention to detail

• communication
• attention to detail
• team collaboration
• trust documentation
• trust tax returns (IHT, CGT, IT)
• trust administration

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