Trust Accounts & Tax Specialist - Private Wealth in Leeds

Trust Accounts & Tax Specialist - Private Wealth in Leeds

Leeds Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Womble Bond Dickinson

At a Glance

  • Tasks: Prepare trust accounts and tax returns while managing high net-worth portfolios.
  • Company: Join Womble Bond Dickinson, a leading firm in private wealth management.
  • Benefits: Enjoy competitive pay, professional growth, and a supportive team environment.
  • Other info: Collaborative culture with opportunities to work on diverse projects.
  • Why this job: Make a difference for clients while developing your expertise in trust and tax.
  • Qualifications: Experience in trust accounts and tax preparation is essential.

The predicted salary is between 40000 - 50000 Β£ per year.

Womble Bond Dickinson is seeking a skilled professional to prepare trust accounts and personal/trust tax returns, reviewing and performing peer reviews.

The role includes managing day-to-day trust affairs for a portfolio that includes high net-worth individuals, trusts and estates, and ensuring engagement letters are in place while fees are billed accordingly.

You will also support other trust and tax team members and assist with charities and small business accounts and related compliance.

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Trust Accounts & Tax Specialist - Private Wealth in Leeds 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.

Womble Bond Dickinson

Contact Details:

Womble Bond Dickinson Recruitment Team

We think you need these skills to ace Trust Accounts & Tax Specialist - Private Wealth in Leeds

Trust Account Preparation
Personal Tax Returns
Peer Review
Portfolio Management
High Net-Worth Individual Services
Trusts and Estates Management
Engagement Letter Management