Current jobs related to Trust Accountant - Bristol, Bristol - Womble Bond Dickinson

  • Trust Accountant

    1 month ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    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 TeamOur Private Wealth team is a collaborative environment where lawyers, accountants,...

  • Trust Accountant

    1 month ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    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 TeamOur Private Wealth team is a collaborative environment where lawyers, accountants,...

  • Trust Accountant

    3 weeks ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    We 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...

  • Trust Account Specialist

    3 weeks ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    Role OverviewAs a Trust Account Specialist at Womble Bond Dickinson, you will play a crucial role in preparing trust accounts and personal/trust returns for review. You will work independently, dealing with the day-to-day trust affairs of your client portfolio, which includes high net-worth individuals, trusts, and estates. Your responsibilities will include...

  • Trust Assistant

    3 weeks ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    We are seeking a skilled Trust Assistant to join our Private Wealth team in Bristol, working as part of our Tax & Trust Accounts team. As a Trust Assistant, you will be responsible for preparing trustees' Trust accounts and tax returns, taking ownership of a portfolio of clients.The TeamOur Private Wealth team is a collaborative environment consisting of...

  • Trust Manager

    3 weeks ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    We are seeking a skilled Trust Manager to join our esteemed Private Wealth team, working as part of our Tax/Trust & Accounting team. This role falls under our hybrid working policy, allowing for a balance between office and remote work. The successful candidate will be responsible for preparing trust accounts, personal/trust returns, and undertaking peer...

  • Trust Assistant

    3 weeks ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    We are seeking a highly 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 highest level of accuracy and attention to detail.The TeamOur Private Wealth team is a collaborative environment where...

  • Trust Accounts and Tax Manager

    3 weeks ago

    Bristol, Bristol, United Kingdom Michael Page (UK) Full time

    About Our FirmBased in Bristol, this leading chartered accountancy firm is undergoing positive growth. You will be joining a firm culture and environment that acts for superb clients, offering excellent quality and a range of work, along with a client service focused ethos based on client care and building trusted relationships. Market leading benefits,...

  • Trust Accounts and Tax Manager

    3 weeks ago

    Bristol, Bristol, United Kingdom Michael Page Full time

    A leading chartered accountancy firm in Bristol is seeking a Trust Accounts and Tax Manager to join their team. This role involves managing the delivery of services to a portfolio of trust clients, building client relationships, and reviewing/mentoring a wider team.Key ResponsibilitiesManage the delivery of trust administrations, accounts, and tax return...

  • Trust Manager

    3 weeks ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Careers Full time

    We are seeking a skilled Trust Manager to join our Private Wealth team at Womble Bond Dickinson Careers. As a key member of our Tax/Trust & Accounting team, you will be responsible for preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.Key Responsibilities:Preparing trust accounts and personal/trust returns...

  • Trust Manager

    4 weeks ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    Job SummaryWe are seeking a highly skilled Trust Manager to join our Private Wealth team at Womble Bond Dickinson. As a key member of our Tax/Trust & Accounting team, you will be responsible for preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews. You will also assist other members of the team in the overall...

  • Trust Manager

    4 weeks ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    Job Title: Trust ManagerWe are seeking a highly skilled Trust Manager to join our Private Wealth team at Womble Bond Dickinson. As a key member of our Tax/Trust & Accounting team, you will be responsible for preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.Key Responsibilities:Prepare trust accounts and...

  • Trusts Manager

    2 weeks ago

    Bristol, Bristol, United Kingdom JMC Legal Recruitment Full time

    About the FirmThis Top 50 law firm boasts a top-tier private client practice, serving clients with diverse assets who require intricate succession planning and wealth protection strategies.A significant portion of their work comes from generational clients, utilising the firm for comprehensive 'cradle to grave' legal services.About the RoleAn exceptional...

  • Trust Manager

    3 weeks ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    We are seeking a highly skilled Trust Manager to join our esteemed Private Wealth team at Womble Bond Dickinson. As a key member of our Tax/Trust & Accounting team, you will be responsible for preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.The ideal candidate will have experience of trust accounts...

  • Trusts Manager

    4 weeks ago

    Bristol, Bristol, United Kingdom JMC Legal Recruitment Full time

    About the FirmThis Top 50 firm is a leader in gender diversity, with a significant percentage of female partners, and has made strides in enhancing maternity leave and providing additional support for families. The firm is a leader in key areas such as Agriculture & Rural Affairs, Private Wealth, mid-market Corporate/M&A, Employment, Environment, Litigation,...

  • Trust Administrator

    7 days ago

    Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    We are seeking a Trust Assistant to join our Private Wealth team in Bristol. The successful candidate will be responsible for providing general support to the team, including bank reconciliations, processing outgoing electronic payments, and preparing trust accounts and tax returns for review.The RoleThis is an exciting opportunity to work as part of a...

  • Trust Manager

    4 weeks ago

    Bristol, Bristol, United Kingdom Michelmores Full time

    Join Our Tax, Trusts and Succession TeamWe are a dynamic and forward-thinking organisation that helps enterprises and individuals navigate change to find a positive future. Our team is dedicated to providing an efficient trust administration service, and we are seeking a Trust Manager to support our Trust Director, Partners, and other team members.About the...

  • Trust Manager

    4 weeks ago

    Bristol, Bristol, United Kingdom Michelmores Full time

    Join Our Tax, Trusts and Succession TeamWe are a dynamic and forward-thinking organisation that helps enterprises and individuals navigate change to find a positive future. Our team is dedicated to providing an efficient trust administration service, and we are seeking a Trust Manager to support our Trust Director, Partners, and other team members.About the...

  • Trusts Manager

    4 weeks ago

    Bristol, Bristol, United Kingdom JMC Legal Recruitment Full time

    Trusts Manager Opportunity at Top 50 FirmOur client, a Top 50 law firm, is seeking an experienced Trusts Manager to join their Private Client Advisory team in Bristol. This is an exciting opportunity to work with a high-quality team and contribute to the firm's success.About the FirmThis Top 50 firm has a strong reputation and is constantly expanding and...

  • Tax Manager

    4 weeks ago

    Bristol, Bristol, United Kingdom First 2 Recruit Full time

    Trust Tax Manager - Bristol, HampshireWe are seeking an experienced Trust Tax Manager to join our team at a leading firm of Chartered Accountants based in Bristol, Hampshire.Key Responsibilities:Manage a portfolio of trust clients for high-net-worth individuals, including trust administration, accounts, and tax return preparation.Oversee the trust...

Trust Accountant

2 months ago

Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

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 managing a portfolio of clients, preparing trustees' Trust accounts and tax returns.

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 comprehensive advice and protection for their wealth.

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 electronic payments, preparing trust accounts and tax returns for review, managing client portfolios, and ensuring engagement letters and fees are in place. 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