We have an exciting opportunityto joinouresteemed Private Wealthteamin Bristol. Working as part ofourTax&TrustAccountsteamas aTrustAssistant, you'll takeresponsibilityfor aportfolioof clients, preparing trustees'Trustaccountsandtaxreturns.

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:

• 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

What makes it great to work here?

We continuallywork hard to create an open culturethatsetsusapart from other firms.Ourculture givesusmuch more of a humanfeel,emphasisingthatwe're more than just suits!

As signatoriesto the Mindful Business Charter, it's important to usthatourpeople are able to maintain healthy and happy lives, both in and out of work. We have a number of resources andinitiativesdesigned tosupporthealth and wellbeing and we're very happy to talk flexible working, full-time or part-time working patterns.

Through our DEI initiativeswe create anenvironment in which difference is valued. We have an Diversity, Equity and InclusionGroup, led by ourBoard Sponsor, which workswithourcolleague 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 constantdialoguewithourpeople about how we expandournetworks to bettersupporteverybody). Find out more aboutED&I at WBD here. We encourageapplicants from all social backgrounds,ethnicities,disabilities, genderidentities and sexualorientations.

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, pleaseclick herefor ways that you can work with us.

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