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Trust Manager

2 months ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Womble Bond Dickinson Full time

About the Role

We are seeking a highly skilled Trust Manager to join our esteemed Private Wealth team at Womble Bond Dickinson. As a key member of our Tax/Trust & Accounting team, you will be responsible for preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.

Key Responsibilities

  • Preparing trust accounts and personal/trust returns for review and undertaking peer reviews.
  • Dealing with the day-to-day trust affairs of your client portfolio, including high net-worth individuals, trusts, and estates.
  • Ensuring engagement letters are in place for clients and that fees are agreed and billed accordingly.
  • Assisting other members of the trust and tax team in the overall management of client affairs.
  • Assisting the wider team with charities and small business accounts and related compliance.

About 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.

What We're Looking For

  • Experience of trust accounts preparation, preferably from within accountancy practice rather than industry.
  • Knowledge of a range of accounts formats, processes, and procedures, working both manually and with relevant systems.
  • Experience of presenting information in spreadsheet format (Excel) and in written report form (Word).