Trust Accountant

Talenthire Group

Posted 19 days ago, valid for 7 days

Newcastle Upon Tyne, Northumberland NE19 2BG, England

£50,000 - £60,000 per annum

Full Time

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Sonic Summary

A leading firm is seeking a Trust Accountant/Manager to join their wealth division.
The role involves preparing trust accounts and personal/trust returns, managing client portfolios of high net-worth individuals, and ensuring compliance with engagement letters and billing.
Candidates should have experience in trust accounts preparation, preferably from an accountancy practice, and be knowledgeable in various accounts formats and systems, particularly CCH Trust Accounts.
Proficiency in presenting information in Excel and Word is also required, along with the ability to assist the wider team with charities and small business accounts.
The position offers a clear career progression path and development opportunities, with a salary of £60,000 and a minimum of 3 years of relevant experience needed.

Fantasic opportunity to join a leading firm, within their wealth division as a Trust Accountant/Manager.

You will be working independently 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, which will include high net-worth individuals, trusts and estates, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly. You'll also assist other members of the trust and tax team in the overall management of client affairs and assist the wider team with charities and small business accounts and related compliance.

The 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.

To be successful in this role you'll need as a minimum:

Experience of trust accounts preparation, probably 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)

In return a clear career path of progression and development, within a hugely respected firm.

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