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Wealth Management Trust Specialist
3 months ago
Opportunity Overview: Trust Manager Role - Remote Flexibility
We are in search of a skilled professional to fill the Trust Manager position within our distinguished Private Wealth division. This role provides the convenience of remote work, with occasional collaborative meetings at our designated offices.
Core Responsibilities:
- Prepare and review trust accounts and personal/trust tax returns
- Oversee daily trust operations for a diverse client portfolio, including high net-worth individuals, trusts, and estates
- Assist in managing overall client affairs within the trust and tax department
- Ensure compliance for charitable organizations and small business accounts
About Our Division:
The Private Wealth division is composed of experts with varied backgrounds in law, accounting, finance, and taxation. Our mission is to deliver thorough guidance to our clients, safeguarding their wealth for both present and future generations.
Qualifications:
- Experience in preparing trust accounts within an accounting firm
- Knowledge of different account formats, procedures, and relevant software
- Ability to effectively present information using Excel and Word
