Trust Accounts & Tax Specialist - Private Wealth

Womble Bond Dickinson; Leeds; Vor Ort; GBP 50.000 - 75.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• Experience of trust accounts preparation, probably from within accountancy practice rather than industry.
• Experience of presenting information in spreadsheet format (Excel) and in written report form (Word).
• Knowledge of a range of accounts formats, processes and procedures, working both manually and with relevant systems (especially CCH Trust Accounts).

Aufgaben

• Prepare trust accounts and personal/trust returns for review and peer reviews.
• Manage day-to-day trust affairs for client portfolio including high net-worth individuals, trusts and estates; ensure engagement letters are in place and fees billed accordingly.

Kenntnisse

Trust accounts preparation

Excel

Word

Tools

CCH Trust Accounts

Jobbeschreibung

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.