Trust Manager/Accountant

Job Description

Fantastic 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.

Licences and Qualifications

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.

Please apply via website or send your details to mike@talenthiregroup.co.uk