Trust Accountant

4 weeks ago


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

Trust Manager Role

We are seeking a skilled Trust Manager to join our Private Wealth team at Womble Bond Dickinson. As a Trust Manager, you will play a key role in preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.

The Role

You will be responsible for dealing with the day-to-day trust affairs of your client portfolio, which will include high net-worth individuals, trusts, and estates. This will involve ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly.

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.

Requirements

  • 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 (especially CCH Trust Accounts)
  • Experience of presenting information in spreadsheet format (Excel) and in written report form (Word)

  • Trust Account Manager

    3 weeks ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Bryony Gibson Consulting Full time

    Trust Account Manager OpportunityBryony Gibson Consulting is seeking a skilled Trust Account Manager to join our private wealth team. As a key member of our team, you will be responsible for managing a portfolio of trust accounts and trust returns, working with high net-worth individuals, trusts, and estates to ensure their compliance affairs are in...

  • Trust Account Manager

    3 weeks ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Bryony Gibson Consulting Full time

    Trust Account Manager OpportunityBryony Gibson Consulting is seeking a skilled Trust Account Manager to join our private wealth team. As a key member of our team, you will be responsible for managing a portfolio of trust accounts and trust returns, working with high net-worth individuals, trusts, and estates to ensure their compliance affairs are in...

  • Trust Professional

    2 months ago


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

    About the RoleWe are seeking a highly skilled Trust Manager to join our esteemed Private Wealth team at Womble Bond Dickinson. As a Trust Manager, you will play a crucial role in preparing trust accounts and personal/trust returns for review, undertaking peer reviews, and dealing with the day-to-day trust affairs of your client portfolio.Key...

  • Trust Professional

    2 months ago


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

    About the RoleWe are seeking a highly skilled Trust Manager to join our esteemed Private Wealth team at Womble Bond Dickinson. As a Trust Manager, you will play a crucial role in preparing trust accounts and personal/trust returns for review, undertaking peer reviews, and dealing with the day-to-day trust affairs of your client portfolio.Key...

  • Trust Manager

    4 weeks ago


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

    We are seeking a highly skilled Trust Manager to join our Private Wealth team, working closely with our Tax/Trust & Accounting team.This role offers a unique opportunity to work in a hybrid environment, with a balance of office and remote work. As a Trust Manager, you will be responsible for managing trust relationships and providing expert advice to...

  • Trust Manager

    4 weeks ago


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

    We are seeking a highly skilled Trust Manager to join our Private Wealth team, working closely with our Tax/Trust & Accounting team.This role offers a unique opportunity to work in a hybrid environment, with a balance of office and remote work. As a Trust Manager, you will be responsible for managing trust relationships and providing expert advice to...

  • Trust Manager

    3 weeks ago


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

    We are seeking a highly skilled Trust Manager to join our esteemed Private Wealth team, working closely with our Tax/Trust & Accounting team.Key Responsibilities:Manage trust relationships and provide expert advice on tax and accounting matters.Collaborate with cross-functional teams to deliver exceptional client service.Stay up-to-date with regulatory...

  • Trust Manager

    3 weeks ago


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

    We are seeking a highly skilled Trust Manager to join our esteemed Private Wealth team, working closely with our Tax/Trust & Accounting team.Key Responsibilities:Manage trust relationships and provide expert advice on tax and accounting matters.Collaborate with cross-functional teams to deliver exceptional client service.Stay up-to-date with regulatory...

  • Trust Manager

    1 week ago


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

    Trust Manager - Financial ExpertWe are seeking a highly skilled Trust Manager to join our 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.The RoleYou will be working independently to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom The Newcastle upon Tyne Hospitals NHS Foundation Trust Full time

    About the RoleWe are seeking a highly skilled and experienced Accountant to join our Financial Services Team as a Systems and Projects Accountant. This is a key role within the team, responsible for managing the Trust's financial systems and providing support to departmental managers and other Finance colleagues.Key ResponsibilitiesProvide technical...

  • Trust Manager

    2 months ago


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

    About the RoleWe 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 ResponsibilitiesPreparing trust accounts and...

  • Trust Manager

    2 months ago


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

    About the RoleWe 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 ResponsibilitiesPreparing trust accounts and...

  • Trust Manager

    5 days ago


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

    Trust Manager - Wealth Services SpecialistWe are seeking a Trust Manager to join our Private Wealth team, where you will play a key role in managing trust accounts and personal/trust returns. Your expertise will ensure compliance with regulatory requirements and that engagement letters are in place for clients. You will also assist with the day-to-day trust...

  • Trust Manager

    2 weeks ago


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

    Trust Manager - Private Wealth ExpertWe are seeking a highly skilled Trust Manager to join our 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.The RoleYou will be working...

  • Trust Manager

    2 weeks ago


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

    Trust Manager - Private Wealth ExpertWe are seeking a highly skilled Trust Manager to join our Private Wealth team, working as part of our Tax/Trust & Accounting team. This role falls under our hybrid working policy, allowing for flexible working arrangements.The RoleAs a Trust Manager, you will be responsible for preparing trust accounts and personal/trust...

  • Trust Manager

    2 months ago


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

    Trust Manager Role OverviewWe are seeking a skilled Trust Manager to join our Private Wealth team at Womble Bond Dickinson. As a Trust Manager, you will play a crucial role in preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.Key ResponsibilitiesPrepare trust accounts and personal/trust returns for review,...

  • Trust Manager

    2 months ago


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

    Trust Manager Role OverviewWe are seeking a skilled Trust Manager to join our Private Wealth team at Womble Bond Dickinson. As a Trust Manager, you will play a crucial role in preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.Key ResponsibilitiesPrepare trust accounts and personal/trust returns for review,...

  • Trust Manager

    2 weeks ago


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

    We are seeking a highly skilled Trust Manager to join our Private Wealth team, working closely with our Tax and Accounting team.This role offers a unique opportunity to work in a hybrid environment, with a flexible approach to working from home and in the office.As a Trust Manager, you will be responsible for managing trusts and providing expert advice to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Northumbria Healthcare NHS Foundation Trust Full time

    Job SummaryAn exciting opportunity has arisen for a Business Unit Accountant to join the Surgery Financial Management Team at Northumbria Healthcare NHS Foundation Trust.Main DutiesThe Business Unit Accountant will play a key role in providing financial management and business insights to the service leads and heads of department. Key responsibilities...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Northumbria Healthcare NHS Foundation Trust Full time

    Job SummaryAn exciting opportunity has arisen for a Business Unit Accountant to join the Surgery Financial Management Team at Northumbria Healthcare NHS Foundation Trust.Main DutiesThe Business Unit Accountant will play a key role in providing financial management and business insights to the service leads and heads of department. Key responsibilities...