SonicJobs Logo
Left arrow iconBack to search

Trust Assistant

Broster Buchanan Ltd
Posted 12 hours ago, valid for 24 days
Location

Newcastle Upon Tyne, Northumberland NE19 2BG, England

Salary

£22,000 - £26,400 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The role involves supporting the Trust Accounts Manager and the team with various tasks including bank reconciliations and processing electronic payments.
  • Candidates should have a minimum of 2 years' experience working in an accountancy practice.
  • Responsibilities include preparing trust accounts and tax returns, managing client portfolios, and ensuring proper billing processes are followed.
  • Knowledge of various account formats and procedures, as well as manual and system-based work, is required.
  • The position offers a competitive salary, commensurate with experience, and requires candidates to be part or fully AAT qualified.
The roleReporting to a Trust Accounts Manager, you will provide general support to other members of the team. You can expect to be involved in a broad range of tasks which might include bank reconciliations, processing of outgoing electronic payments, preparation of trust accounts and tax returns for review, dealing with the day to day affairs of your client portfolio, 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 team in the overall management of client affairs.  What are we looking for?To be successful in this role you'll need as a minimum:
  • 2 years' working experience in an accountancy practice
  • Knowledge of a range of accounts formats, processes and procedures, working both manually and with relevant systems 
  • Part or fully AAT qualified

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.