Trust Portfolio Manager
4 weeks ago
We are seeking a skilled Trust Assistant to join our esteemed Private Wealth team in Bristol. As a key member of our Tax and Trust Accounts team, you will be responsible for managing a portfolio of clients, preparing trustees' trust accounts and tax returns.
Our Team
Our Private Wealth team is a collaborative group of lawyers, accountants, financial advisors, and tax specialists. Our expertise is highly regarded, and we work together to deliver exceptional results for our clients.
Key Responsibilities
- Manage a portfolio of clients, including preparing trust accounts and tax returns
- Work closely with the Tax and Trust Accounts team to ensure seamless delivery of services
- Contribute to the development of our Private Wealth team, sharing knowledge and expertise to drive success
About Us
Womble Bond Dickinson is a leading law firm with a strong presence in the UK. We are committed to delivering exceptional client service and building long-term relationships with our clients.
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Bristol, Bristol, United Kingdom Michelmores Full timeJoin Our Tax, Trusts and Succession TeamWe are a dynamic and forward-thinking organisation that helps enterprises and individuals navigate change to find a positive future. Our team is dedicated to providing an efficient trust administration service, and we are seeking a Trust Manager to support our Trust Director, Partners, and other team members.About the...
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Bristol, Bristol, United Kingdom Michelmores Full timeJoin Our Tax, Trusts and Succession TeamWe are a dynamic and forward-thinking organisation that helps enterprises and individuals navigate change to find a positive future. Our team is dedicated to providing an efficient trust administration service, and we are seeking a Trust Manager to support our Trust Director, Partners, and other team members.About the...
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Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeAbout the RoleWe are seeking a highly skilled Trust Manager to join our Private Wealth team at Womble Bond Dickinson. 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 ResponsibilitiesPrepare trust accounts and personal/trust...
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Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeAbout the RoleWe are seeking a highly skilled Trust Manager to join our Private Wealth team at Womble Bond Dickinson. 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 ResponsibilitiesPrepare trust accounts and personal/trust...
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