Trust Accountant
4 weeks ago
We are seeking a skilled Trust Assistant to join our Private Wealth team in Bristol. As a key member of our Tax & Trust Accounts team, you will be responsible for preparing trustees' Trust accounts and tax returns, ensuring the smooth management of client affairs.
About the Team
Our Private Wealth team is a collaborative environment where lawyers, accountants, financial advisors, and tax specialists work together to provide exceptional service to our clients. With a unique setup that combines expertise from various fields, we offer our clients the best full-service advice possible.
About the Role
As a Trust Assistant, you will report to a Trust Accounts Manager and provide general support to the team. Your responsibilities will include bank reconciliations, processing outgoing electronic payments, preparing trust accounts and tax returns for review, and ensuring engagement letters are in place for clients. You will also assist in the overall management of client affairs.
Requirements
To be successful in this role, you will need:
- 2 years' experience in an accountancy practice
- Knowledge of various accounts formats, processes, and procedures, including CCH Trust Accounts
- Part or fully AAT qualified
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Trust Accountant
1 month ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeWe are seeking a skilled Trust Assistant to join our Private Wealth team in Bristol. As a key member of our Tax & Trust Accounts team, you will be responsible for preparing trustees' Trust accounts and tax returns, ensuring the smooth management of client affairs.About the TeamOur Private Wealth team is a collaborative environment where lawyers, accountants,...
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Trust Accountant
1 month ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeWe are seeking a skilled Trust Assistant to join our Private Wealth team in Bristol. As a key member of our Tax & Trust Accounts team, you will be responsible for preparing trustees' Trust accounts and tax returns, ensuring the smooth management of client affairs.About the TeamOur Private Wealth team is a collaborative environment where lawyers, accountants,...
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Trust Accountant
1 month ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeWe are seeking a skilled Trust Assistant to join our Private Wealth team in Bristol. As a key member of our Tax & Trust Accounts team, you will be responsible for managing a portfolio of clients, preparing trustees' Trust accounts and tax returns.About the TeamOur Private Wealth team is a collaborative environment where lawyers, accountants, financial...
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Trust Accountant
1 week ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeWe are seeking a highly skilled Trust Accountant to join our Private Wealth team in Bristol. As a key member of our Tax & Trust Accounts team, you will be responsible for preparing trustees' Trust accounts and tax returns for a portfolio of clients.The TeamOur Private Wealth team is a collaboration of lawyers, accountants, financial advisors, and tax...
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Trust Accountant
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Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeWe are seeking a skilled Trust Assistant to join our Private Wealth team in Bristol. As a key member of our Tax & Trust Accounts team, you will be responsible for managing a portfolio of clients, preparing trust accounts and tax returns, and providing general support to other team members.About the TeamOur Private Wealth team is a collaborative group of...
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Trust Accountant
3 weeks ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeWe are seeking a skilled Trust Assistant to join our Private Wealth team in Bristol. As a key member of our Tax & Trust Accounts team, you will be responsible for managing a portfolio of clients, preparing trust accounts and tax returns, and providing general support to other team members.About the TeamOur Private Wealth team is a collaborative group of...
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Bristol, Bristol, United Kingdom 11 Investments Full timeAbout 11 InvestmentsWe are a dynamic and forward-thinking organization dedicated to providing exceptional financial services to our clients. As a Trust Accountant, you will play a vital role in supporting our financial operations and contributing to our mission of delivering outstanding results.Key Responsibilities:Financial Transactions: Participate in a...
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