Trust Manager

4 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 for review
  • Undertaking peer reviews
  • Dealing with day-to-day trust affairs of client portfolios
  • Ensuring engagement letters are in place for clients and fees are agreed and billed accordingly
  • Assisting other members of the trust and tax team in the overall management of client affairs
  • Assisting the wider team with charities and small business accounts and related compliance

About the Team:

Our Private Wealth team is a collaboration of lawyers, accountants, financial advisers and tax specialists. Their expertise is highly valued by our clients, and we are looking for someone who can contribute to this success.


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