At a Glance
- 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: Flexible hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Work alongside experts in law, finance, and tax for comprehensive client service.
- Why this job: Make a real impact in wealth management while enjoying a flexible work-life balance.
- Qualifications: Experience in trust accounts preparation and proficiency in Excel and Word.
The predicted salary is between 40000 - 50000 £ 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 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'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 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 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 Ledston employer: Womble Bond Dickinson
Womble Bond Dickinson is an excellent employer, offering a supportive work culture that prioritises diversity, equity, and inclusion. With flexible working arrangements and a strong focus on employee growth, this role as a Pensions Lawyer provides the opportunity to engage with a diverse client base while developing your expertise in pensions law within a collaborative team environment.
