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 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.
What are we looking for?
To be successful in this role you'll need as a minimum:
1. 2 years' working experience in an accountancy practice
2. Knowledge of a range of accounts formats, processes and procedures, working both manually and with relevant systems (especially CCH Trust Accounts)
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