At a Glance
- Tasks: Prepare trust accounts and personal/trust returns while managing client portfolios.
- Company: Join a prestigious Private Wealth team known for protecting clients' wealth across generations.
- Benefits: Enjoy hybrid working with flexibility, remote options, and a collaborative office environment.
- Other info: Applications accepted for both full-time and part-time roles.
- Why this job: Be part of a unique team of experts providing top-notch full-service advice to high net-worth clients.
- Qualifications: Experience in trust accounts preparation and proficiency in Excel and Word required.
The predicted salary is between 36000 - 60000 £ per year.
We have an exciting opportunity to join our esteemed Private Wealth team, working as part of our Tax/Trust & Accounting team as a Trust Manager.
This role falls under our hybrid working policy. Most full-time employees typically spend around 3 days in the office and 2 days working from home – however we operate a flexible approach in practice and this role could be carried out remotely provided you would be able to regularly visit either our Newcastle or Bristol office for collaborative working with colleagues. We can consider applications on a full and part-time basis.
The role
You will be working independently preparing trust accounts and personal/trust returns for review and undertaking peer reviews. Dealing with the day to day trust affairs of your client portfolio, which will include high net‑worth individuals, trusts and estates, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly. You'll also assist other members of the trust and tax team in the overall management of client affairs and assist the wider team with charities and small business accounts and related compliance.
The team
Our Private Wealth team is a collaboration of lawyers, accountants, financial advisers and tax specialists. Their expertise is highly regarded and ensures that our clients' wealth is protected, now and for future generations. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible.
What are we looking for?
To be successful in this role you’ll need at a minimum:
- Experience of trust accounts preparation, probably 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)
Trust Manager in Bristol employer: Womble Bond Dickinson (UK) LLP
Womble Bond Dickinson (UK) LLP is an exceptional employer, offering a dynamic work environment in the heart of Bristol. With a strong commitment to employee development and a culture that values inclusivity and collaboration, you will have the opportunity to lead a talented team while working with prestigious FTSE 250 clients. Our focus on professional growth and a supportive atmosphere makes us an ideal place for those seeking meaningful and rewarding careers in employment law.
Contact Details:
Womble Bond Dickinson (UK) LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager in Bristol
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, particularly CCH Trust Accounts. Having hands-on experience or even completing a short course on this software can give you an edge during interviews.
✨Tip Number 2
Network with professionals in the Private Wealth sector. Attend industry events or join relevant online forums to connect with current Trust Managers or those in similar roles. This can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with high net-worth individuals and trusts in detail. Be ready to share specific examples of how you've managed client portfolios and handled complex trust affairs, as this will demonstrate your capability for the role.
✨Tip Number 4
Showcase your ability to work collaboratively by highlighting any past experiences where you’ve worked in a team setting, especially in tax or accounting environments. This is crucial since the role involves assisting other team members and managing client affairs collectively.
We think you need these skills to ace Trust Manager in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience with trust accounts preparation and any relevant accountancy practice background. Emphasise your familiarity with CCH Trust Accounts and your ability to work with various account formats.
Craft a Compelling Cover Letter:In your cover letter, explain why you are interested in the Trust Manager position and how your skills align with the requirements. Mention your experience with high net-worth individuals and your ability to manage client affairs effectively.
Showcase Technical Skills:Demonstrate your proficiency in Excel and Word by providing examples of how you've used these tools in previous roles. Highlight any specific projects where you presented information in spreadsheet or report format.
Proofread Your Application:Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a Trust Manager role.
How to prepare for a job interview at Womble Bond Dickinson (UK) LLP
✨Showcase Your Trust Account Experience
Make sure to highlight your experience in preparing trust accounts during the interview. Be ready to discuss specific examples from your previous roles, especially if they relate to high net-worth individuals or complex trust structures.
✨Demonstrate Your Knowledge of Relevant Systems
Familiarise yourself with CCH Trust Accounts and any other relevant software before the interview. Being able to discuss how you've used these systems effectively will show that you're prepared and knowledgeable about the tools necessary for the role.
✨Prepare for Technical Questions
Expect questions that assess your understanding of various accounts formats and procedures. Brush up on your technical knowledge and be prepared to explain processes clearly, as this will demonstrate your expertise and confidence in the subject matter.
✨Practice Your Presentation Skills
Since you'll need to present information in both spreadsheet and report formats, practice explaining complex data in a simple way. This will help you convey your analytical skills and ensure you can communicate effectively with colleagues and clients alike.
