Senior Trust and Tax Specialist

1 week ago


Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time
About the Role:

As a Senior Trust and Tax Specialist, you will play a key part in our Private Wealth team, working closely with lawyers, accountants, financial advisers, and tax specialists to deliver exceptional client service. Your expertise in trust accounts preparation and knowledge of accounts formats, processes, and procedures will be invaluable in this role.

Key Responsibilities:
• Preparing trust accounts and personal/trust returns for review and undertaking peer reviews.
• Managing the day-to-day trust affairs of client portfolios, including high net-worth individuals, trusts, and estates.
• Collaborating with the trust and tax team to ensure engagement letters are in place for clients and fees are agreed and billed accordingly.

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 (especially CCH Trust Accounts).
• Excellent communication and teamwork skills, with the ability to work collaboratively with colleagues.

About Us:
We are a leading law firm with a strong commitment to diversity, equity, and inclusion. We offer a range of resources and initiatives to support employee health and wellbeing, as well as flexible working patterns to suit your needs.

How to Apply:
For more information, please contact our recruitment team. We are an equal opportunities employer and welcome applications from all social backgrounds, ethnicities, disabilities, gender identities, and sexual orientations.

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