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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.
The team
Our Private Wealth team is a collaboration of lawyers, accountants, financial advisors, 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.
The role
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 including bank reconciliations, processing outgoing electronic payments, preparing trust accounts and tax returns for review, managing the day-to-day affairs of your client portfolio, ensuring engagement letters are in place, and that fees are agreed and billed accordingly. You will also assist other team members in the overall management of client affairs.
What are we looking for?
To be successful in this role, you'll need at a minimum:
* 2 years' working experience in an accountancy practice
* Knowledge of various accounts formats, processes, and procedures, both manually and using relevant systems (especially CCH Trust Accounts)
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