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Trust Assistant Manager

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: WOMBLE BOND DICKINSON
Full Time position
Listed on 2026-02-24
Job specializations:
  • Administrative/Clerical
  • Accounting
Job Description & How to Apply Below

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.

Responsibilities
  • 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.
Qualifications
  • 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.
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