Trust Manager

1 week ago


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

Trust Manager - Financial Expert

We 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 Role

You will be working independently to manage 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.

Key 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)

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