Trust Account Manager

3 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Bryony Gibson Consulting Full time
Trust Account Manager Opportunity

Bryony 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 order.

Key Responsibilities:
  • Prepare trust accounts and personal/trust returns for review
  • Undertake peer reviews and ensure engagement letters are in place for clients
  • Assist with the day-to-day trust affairs of client portfolios
  • Work with the trust and tax team to manage client affairs and assist with charities and small business accounts
Requirements:
  • Experience in trust accounts preparation, preferably from within accountancy practice
  • Knowledge of accounts formats, processes, and procedures, including CCH Trust Accounts
  • Experience in presenting information in spreadsheet format (Excel) and written report form (Word)
  • AAT/ACCA part or fully qualified or qualified by experience with a minimum of 3 years accounting experience
Working Arrangements:

This role is available on a hybrid basis (3 days office, 2 days home) or full-time in the office. Eligibility to work in the UK is required.


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