Trust Assistant
6 days ago
About the Role:
We are seeking a highly skilled Trust Assistant to join our esteemed Private Wealth team at Womble Bond Dickinson in Bristol. As a Trust Assistant, you will be responsible for managing a portfolio of clients, preparing trustees' Trust accounts and tax returns, and providing general support to other team members.
About the Team:
Our Private Wealth team is a collaborative group of lawyers, accountants, financial advisors, and tax specialists who work together to protect our clients' wealth for future generations. This unique collaboration allows us to offer comprehensive advice to our clients.
Key Responsibilities:
- Manage a portfolio of clients, including preparing trustees' Trust accounts and tax returns
- Provide general support to other team members, including bank reconciliations, processing payments, and managing client affairs
- Collaborate with the team to develop and implement strategies to protect clients' wealth
Requirements:
- At least 2 years of experience in an accountancy practice
- Knowledge of a range of accounts formats, processes, and procedures
- Part or fully AAT qualified
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