Trust Manager

3 weeks ago


Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

We are seeking an experienced Trust Manager to join our Private Wealth team, working in Tax/Trust & Accounting. This role involves preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.

As a Trust Manager, you will be responsible for managing the day-to-day trust affairs of your client portfolio, which includes high net-worth individuals, trusts, and estates. You will ensure that engagement letters are in place for clients and fees are agreed and billed accordingly.

This is a hybrid working opportunity, with the ability to work remotely and visit our Newcastle or Bristol office regularly. We consider applications on a full and part-time basis.

The successful candidate will have experience in trust accounts preparation, knowledge of various accounting formats, processes, and procedures, and proficiency in using systems such as CCH Trust Accounts. They will also have excellent communication and presentation skills.

Estimated Salary: £45,000 - £65,000 per annum


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