Trust Assistant (0998)

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., Find out more about our Responsible Business initiatives here, including our net zero goals, local community engagement and social inclusion

• 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.

Alongside a competitive salary you'll receive a flexible benefits package so you can choose and vary the benefits that matter most to you, Pension
Health Care
LifeAssurance
Volunteering Days
CarbonOffsetting
Flexi-working
Holiday-purchase
Learn more