Trust Manager

Womble Bond Dickinson (UK) LLP; West of England; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Womble Bond Dickinson (UK) LLP is seeking a Trust Manager within the Private Wealth team to prepare trust accounts and personal/trust returns, review and peer‑review work, and manage day‑to‑day trust client affairs. The role involves collaboration with partners across the trust and tax team and supporting charities and small business accounts for compliance.

The role supports a hybrid working policy, with a mix of office and remote work.

Qualifications

• Experience of trust accounts preparation.
• Knowledge of a range of accounts formats and procedures (CCH Trust Accounts).
• Experience presenting information in spreadsheets and in written report form (Excel/Word).

Responsibilities

• Prepare trust accounts and personal/trust returns for review and peer review.
• Deal with day-to-day trust affairs for client portfolio, including high net-worth individuals, trusts and estates.
• Assist other team members with charities, small business accounts and related compliance.

Skills

Trust accounts preparation

Excel proficiency

Word proficiency

Tools

CCH Trust Accounts

Job description

We have an exciting 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

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?

To be successful in this role you'll need as a minimum:

• 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 an 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). Find out more about DEI at WBD here. 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 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.