Trust Manager

Womble Bond Dickinson, Arthur's Hill, Newcastle upon Tyne

Trust Manager

Salary not available. View on company website.

Womble Bond Dickinson, Arthur's Hill, Newcastle upon Tyne

  • Full time
  • Permanent
  • Remote working

Posted today, 21 Oct | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

job Ref: e76e91fc27cd4bf2bbb5a3b2ef26bf11

Full Job Description

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.

  • 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)

    We continuallywork hard to create an open culturethatsetsusapart from other firms.Ourculture givesusmuch more of a humanfeel,emphasisingthatwe're more than just suits!
  • As signatoriesto the Mindful Business Charter, it's important to usthatourpeople are able to maintain healthy and happy lives, both in and out of work. We have a number of resources andinitiativesdesigned tosupporthealth and wellbeing and we're very happy to talk flexible working, full-time or part-time working patterns. Through our DEI initiativeswe create anenvironment in which difference is valued. We have an Diversity, Equity and InclusionGroup, led by ourBoard Sponsor, which workswithourcolleague networks (we currently have firm supported networks for race, ethnicity, and cultural heritage, LGBTQ+, disabilities, families, and women's career development and we're in constantdialoguewithourpeople about how we expandournetworks to bettersupporteverybody). Find out more aboutED&I at WBD here. We encourageapplicants from all social backgrounds,ethnicities,disabilities, genderidentities and sexualorientations.