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- Tasks: Prepare trust accounts and manage client portfolios for high net-worth individuals.
- Company: Join a prestigious Private Wealth team with a collaborative culture.
- Benefits: Enjoy hybrid working, flexible hours, and opportunities for professional growth.
- Why this job: Make a real impact by protecting clients' wealth for future generations.
- Qualifications: Experience in trust accounts preparation and proficiency in Excel and Word.
- Other info: Work alongside experts in law, finance, and tax in a dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
We have a brand new 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 involves working independently preparing trust accounts and personal/trust returns for review and undertaking peer reviews. You will deal 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 will 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 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 will need as 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 Edinburgh employer: Womble Bond Dickinson
Contact Detail:
Womble Bond Dickinson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and accounting sectors. Let them know you're on the lookout for Trust Manager roles. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trust accounts and tax regulations. We recommend practising common interview questions related to your experience with high net-worth individuals and trust affairs. Confidence is key!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience with trust accounts and compliance. This can be a great conversation starter during interviews and will help you stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Trust Manager in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Manager role. Highlight your experience with trust accounts and any relevant systems you've used, like CCH Trust Accounts. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Private Wealth team. Mention your experience with high net-worth individuals and how you can contribute to managing client affairs effectively.
Showcase Your Attention to Detail: In this role, attention to detail is key. When filling out your application, make sure there are no typos or errors. We appreciate candidates who take the time to present their information clearly and accurately.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Womble Bond Dickinson
✨Know Your Trust Accounts
Make sure you brush up on your knowledge of trust accounts preparation. Be ready to discuss your experience in detail, especially any specific formats or processes you've worked with. This will show that you’re not just familiar with the basics but have a solid understanding of what the role entails.
✨Excel and Word Skills are Key
Since you'll be presenting information in both Excel and Word, it’s crucial to demonstrate your proficiency in these tools. Prepare examples of reports or spreadsheets you've created in the past, and be ready to explain how they contributed to your previous roles.
✨Understand the Team Dynamics
Familiarise yourself with the structure of the Private Wealth team. Knowing how lawyers, accountants, and tax specialists collaborate can help you articulate how you would fit into this unique setup. Think about how your skills can complement their expertise.
✨Flexibility is Your Friend
Since the role offers hybrid working, be prepared to discuss your approach to remote work and collaboration. Share examples of how you’ve successfully managed your time and communication while working from home, as this will highlight your adaptability and commitment to teamwork.
