Trust Manager

1 month ago


Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

We are seeking a skilled Trust Manager to join our Private Wealth team, working closely with our Tax and Accounting team. This role involves preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews and managing day-to-day trust affairs for high net-worth individuals, trusts, and estates.

Key Responsibilities:

  • Preparing trust accounts and personal/trust returns for review
  • Undertaking peer reviews and managing day-to-day trust affairs
  • 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

Requirements:

  • Experience of trust accounts preparation, preferably from within accountancy practice
  • Knowledge of a range of accounts formats, processes, and procedures, working both manually and with relevant systems
  • Experience of presenting information in spreadsheet format (Excel) and in written report form (Word)

About Us:

We are a leading law firm with a strong Private Wealth team, working closely with lawyers, accountants, financial advisers, and tax specialists. We offer a collaborative and flexible working environment, with opportunities for professional development and growth.


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