Job Description

We have an exciting opportunity to join our esteemed Private Wealth team as a Trust Assistant Manager, working within our Tax/Trust & Accounting team. This role falls under our hybrid working policy, typically involving around 3 days in the office and 2 days from home, though we offer flexibility and can consider remote arrangements with regular visits to either our Newcastle or Bristol office for collaboration. Applications are welcome on both full-time and part-time bases.
The role
As a Trust Assistant Manager, you will play a key role in supporting the management of trust affairs for a diverse client portfolio, including high-net-worth individuals, trusts, and estates. Your responsibilities will include:

• Assisting with the preparation of trust accounts and personal/trust tax returns for review.
• Supporting day-to-day trust administration and compliance tasks.
• Helping ensure engagement letters and billing processes are in place.
• Collaborating with the wider team on charities and small business accounts.
• Providing administrative and technical support to senior members of the trust and tax team.

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 in trust administration or accounts preparation, preferably within an accountancy practice.
• Familiarity with accounts formats, processes, and systems (knowledge of CCH Trust Accounts is advantageous).
• Strong Excel and Word skills for presenting information clearly.
• Excellent organisational skills and attention to detail.

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.
We are an in-house recruitment team and will always aim to fill our roles directly in the first instance. If you're an agency, please click here for ways that you can work with us.

Skills Required