Trust Assistant

7 days ago

Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time
About the Role

We are seeking a highly skilled and experienced Trust Assistant to join our Tax and Trust Accounts team in Bristol. As a key member of our Private Wealth team, you will be responsible for providing exceptional support to our clients and colleagues, ensuring the smooth operation of our trust and tax services.

Key Responsibilities
  • Prepare and review trust accounts and tax returns for clients
  • Manage client portfolios, including bank reconciliations and electronic payments
  • Assist in the preparation of engagement letters and fee agreements
  • Provide general support to the team, including administrative tasks and ad-hoc projects
Requirements
  • 2 years' experience in an accountancy practice
  • Knowledge of accounts formats, processes, and procedures
  • Part or fully AAT qualified
What We Offer

At Womble Bond Dickinson, we pride ourselves on our open and inclusive culture. We believe in creating a work environment that values diversity, equity, and inclusion. Our team is committed to supporting the well-being of our colleagues and clients, and we offer a range of resources and initiatives to promote healthy and happy lives.

We are an equal opportunities employer and welcome applications from all qualified candidates. If you have a disability or long-term condition and require adjustments to our recruitment process, please let us know.

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