Trust Manager

Womble Bond Dickinson; Leeds; On-site; GBP 50,000 - 75,000; Full time

Job summary

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.

Qualifications

• 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).

Responsibilities

• 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.

Skills

Trust accounts preparation

Excel

Word

Tools

CCH Trust Accounts

Job description

The role

You will be working independently preparing trust accounts and personal/trust returns for review and undertaking peer reviews. Dealing 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

Our Private Wealth 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 presentinginformation in spreadsheet format (Excel) and in written report form (Word)

What makes it great to work here?

We continuallywork hard to create an open culturethatsetsusapart from other firms.Ourculture givesusmuch more of a humanfeel,emphasisingthatwe're more than just suits!

As signatoriesto the Mindful Business Charter, it's important to usthatourpeople are able to maintain healthy and happy lives, both in and out of work. We have a number of resources andinitiativesdesigned tosupport health and wellbeing and we're very happy to talk flexible working.

Through our DEI initiativeswe create anenvironment in which difference is valued. We have an Diversity, Equity and InclusionGroup, led by ourBoard Sponsor, which workswithourcolleague 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 constantdialoguewithourpeople about how we expandournetworks to bettersupporteverybody). Find out more about DEI at WBD here. We encourageapplicants from all social backgrounds,ethnicities,disabilities, genderidentities and sexualorientations.

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 on the right hand side of this page. Please also let us know if you need this job advert or the application form in a different format.

We will offer an interview to candidates with a disability or long‑term condition who meet the minimum criteria for this role. You can opt into this scheme within the application form. Your response to this question is only used for this purpose, is only visible to the recruitment team and is not used for data monitoring.

We are an in‑house recruitment team and will always aim to fill our roles directly in the first instance. If you’re an agency, please click here for ways that you can work with us.