Trust Assistant

4 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 Team

Our Private Wealth team is a collaborative environment consisting of lawyers, accountants, financial advisors, and tax specialists. Their expertise is highly regarded, ensuring that our clients' wealth is protected for future generations.

The Role

Reporting to a Trust Accounts Manager, you will provide general support to other team members, involved in a range of tasks including bank reconciliations, processing electronic payments, and preparing trust accounts and tax returns for review. 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, working with systems such as CCH Trust Accounts
  • Part or fully AAT qualified


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