Trust Manager

6 days ago


Bristol, Bristol, United Kingdom Womble Bond Dickinson (UK) LLP Full time

Trust Manager Opportunity

We are seeking a skilled Trust Manager to join our esteemed Private Wealth team at Womble Bond Dickinson (UK) LLP. This role offers a unique blend of flexibility and collaboration, with the opportunity to work remotely while regularly visiting our offices in Newcastle or Bristol.

As a Trust Manager, you will be responsible for preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews. You will also deal with the day-to-day trust affairs of your client portfolio, which will include high net-worth individuals, trusts, and estates.

Key responsibilities include:

  • Preparing trust accounts and personal/trust returns for review
  • Undertaking peer reviews
  • Dealing with day-to-day trust affairs, including high net-worth individuals, trusts, and estates
  • 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

Requirements include:

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

We are committed to diversity and inclusion, and we will offer an interview to candidates with a disability or long-term condition who meet the minimum criteria for this role.



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