Wealth Management Trust Specialist

4 weeks ago


Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

Opportunity for a Trust Manager - Remote Work Available

We are in search of a skilled professional to fill the role of Trust Manager within our distinguished Private Wealth division. This position allows for remote work, with occasional collaboration at our offices.

Core Responsibilities:

  • Prepare and review trust accounts and personal/trust tax returns
  • Oversee daily trust operations for a portfolio of clients, including high net-worth individuals, trusts, and estates
  • Assist in managing overall client affairs for the trust and tax division
  • Ensure compliance for charitable organizations and small business accounts

About Our Division:

The Private Wealth division consists of experts with varied backgrounds in law, finance, accounting, and taxation. We are dedicated to offering thorough guidance to our clients, safeguarding their wealth for both present and future generations.

Qualifications:

  • Experience in preparing trust accounts within an accounting firm
  • Knowledge of different account formats, procedures, and applicable systems
  • Ability to present data effectively using Excel and Word


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