Private Client – Trust Executive – Bath

Overview

In this role you will support a private client practice in Bath, focusing on managing trusts and related tax matters. You will work within a collaborative team to oversee client needs, reviews, and documentation while handling complex cases. The role offers hybrid working flexibility and the chance to contribute to business development within the private client domain. You will engage with beneficiaries and drive accurate, timely tax reporting and compliance. This is an opportunity to shape client outcomes in a respected regional firm.

Pay / Benefits

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

Responsibilities

• Liaise with and report to trust beneficiaries
• Conduct annual trust reviews
• Draft trust documentation
• Prepare trust tax returns for Inheritance Tax, Capital Gains Tax, and Income Tax
• Administer day-to-day trust tasks, including investment data entry
• Review and update FATCA/GIIN status for trusts
• Participate in business development and networking as part of the team

Key requirements

• 10+ years PQE
• Experience managing own caseload
• Ability to prioritise tasks and work independently or in a team
• Excellent communication and attention to detail

• excellent communication
• attention to detail
• collaborative mindset
• drafting trust documentation
• preparing trust tax returns (IHT, CGT, Income Tax)
• trust administration including investment data entry

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