Trust Assistant

We have an exciting opportunity to join our esteemed Private Wealth team in Bristol. Working as part of our Tax & Trust Accounts team as a Trust Assistant, you'll take responsibility for a portfolio of clients, preparing trustees' Trust accounts and tax returns., Reporting to a Trust Accounts Manager, you will provide general support to other members of the team. You can expect to be involved in a broad range of tasks which might include bank reconciliations, processing of outgoing electronic payments, preparation of trust accounts and tax returns for review, dealing with the day to day affairs of your client portfolio, 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 team in the overall management of client affairs.

• 2 years' working experience in an accountancy practice


• Knowledge of a range of accounts formats, processes and procedures, working both manually and with relevant systems (especially CCH Trust Accounts)


• Part or fully AAT qualified
  
  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, full-time or part-time working patterns.

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, 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 ED&I at WBD here. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual orientations., Womble Bond Dickinson is a full-service transatlantic law firm, created on 1 November 2017 through the combination of UK firm Bond Dickinson and US firm Womble Carlyle.

A Top 100 law firm globally and Top 20 law firm in the UK, Womble Bond Dickinson has more than 420 partners and 1,000 lawyers based across 16 US cities and eight UK cities including a significant presence in London. The firm's reach also extends to Europe where it has strategic partnerships with other law firms in Germany and France.

In the UK, Womble Bond Dickinson advises in excess of 40 FTSE 350 companies, many of the largest businesses in the country, government organisations and wealthy individuals. With a focus on eleven key sectors (Energy & Natural Resources; Financial Institutions; Healthcare; Insurance, Manufacturing; Real Estate; Retail and Consumer; Transport, Logistics & Infrastructure; Pharmaceuticals, Biotechnology & Life Sciences; Technology and Private Wealth) the firm's experience allows it to build strong relationships and deliver an excellent service to clients.