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- Tasks: Manage trust accounts and client portfolios for high net-worth individuals.
- Company: Join a leading Private Wealth team with a collaborative culture.
- Benefits: Flexible hybrid working, health initiatives, and a supportive environment.
- Why this job: Make a real impact while working with diverse clients and expert teams.
- Qualifications: Experience in trust accounts and proficiency in Excel and Word.
- Other info: Inclusive workplace with strong DEI initiatives and career growth opportunities.
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?
- 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)
What makes it great to work here?
We continually work hard to create an open culture that sets us apart from other firms. Our culture gives us much more of a human feel, emphasising that we're more than just suits! As signatories to the Mindful Business Charter, it's important to us that our people are able to maintain healthy and happy lives, both in and out of work. We have a number of resources and initiatives designed to support health and wellbeing and we're very happy to talk flexible working.
Through our DEI initiatives we create an environment in which difference is valued. We have a Diversity, Equity and Inclusion Group, led by our Board Sponsor, which works with our colleague networks (we currently have firm supported networks for race, ethnicity, and cultural heritage, LGBTQ+, disabilities, neurodiversity, families, and women's career development and we're in constant dialogue with our people about how we expand our networks to better support everybody). We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual orientations.
We are committed to ensuring our recruitment process is inclusive and accessible to all. If you have a disability or long-term condition and need us to make any adjustments to give you the best possible recruitment process, please let us know by contacting the recruiter. We will offer an interview to candidates with a disability or long-term condition who meet the minimum criteria for this role.
Trust Manager in Leeds 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 Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work in private wealth or trust management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trust accounts and tax regulations. We want you to feel confident discussing your experience and how it relates to the role. Practice common interview questions with a mate to get comfortable!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like trust accounts you've prepared or reports you've written. This will help us see your expertise in action and how you can contribute to our team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are genuinely interested in joining our unique culture.
We think you need these skills to ace Trust Manager in Leeds
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 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 passionate about working in our Private Wealth team and how you can contribute to our clients' success. Keep it engaging and personal!
Showcase Your Team Spirit: Since collaboration is key in our team, mention any experiences where you've worked well with others. Whether it's assisting colleagues or managing client affairs, we love to see teamwork in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
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. Familiarise yourself with the specific processes and procedures mentioned in the job description, especially if you've worked with CCH Trust Accounts before. Being able to discuss your experience confidently will show that you're a great fit for the role.
✨Excel at Excel
Since you'll be presenting information in spreadsheet format, it's crucial to demonstrate your proficiency in Excel during the interview. Prepare examples of how you've used Excel in past roles, particularly for trust accounts or financial reporting. This will help you stand out as someone who can hit the ground running.
✨Understand the Team Dynamics
Research the Private Wealth team and their collaborative approach. Be ready to discuss how your skills can complement the work of lawyers, accountants, and tax specialists. Showing that you understand the importance of teamwork in managing client affairs will resonate well with the interviewers.
✨Embrace Flexibility
Since this role offers hybrid working, be prepared to discuss your thoughts on flexible working arrangements. Share any experiences you have with remote collaboration and how you manage your time effectively. This will demonstrate that you're adaptable and ready to thrive in their work culture.
