At a Glance
- Tasks: Manage client trust affairs and prepare trust accounts and returns independently.
- Company: Womble Bond Dickinson, a leading firm in private wealth management.
- Benefits: Competitive salary, flexible working options, and professional development opportunities.
- Other info: Dynamic role with opportunities for growth in a supportive environment.
- Why this job: Join a collaborative team and make a difference for high net-worth clients.
- Qualifications: Experience in tax, trust, and accounting work is essential.
The predicted salary is between 50000 - 65000 £ per year.
Womble Bond Dickinson is seeking a Trust Manager within the Private Wealth team, focusing on tax, trust and accounting work. You will independently prepare trust accounts and personal/trust returns for review, and conduct peer reviews as part of a collaborative advisory practice.
The role involves day-to-day management of client trust affairs, including high net-worth individuals, trusts and estates, with engagement letters in place and fees billed accordingly.
#J-18808-LjbffrHybrid Trust Manager: Private Wealth Accounts & Returns in Plymouth 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.
