We have a brand new opportunity to join our esteemed Private Wealth team, working as part of our Tax/Trust & Accounting team as a Trust Manager.

This role falls under our hybrid working policy. Most full-time employees typically spend around 3 days in the office and 2 days working from home. We operate a flexible approach, and this role could be carried out remotely, provided you can regularly visit either our Newcastle or Bristol office for collaborative work. We consider applications on a full and part-time basis.

The Role

You will work independently preparing trust accounts and personal/trust returns for review, undertaking peer reviews, and managing the day-to-day trust affairs of your client portfolio, which includes high net-worth individuals, trusts, and estates. Ensuring engagement letters are in place, fees are agreed and billed, and assisting other team members with charities, small business accounts, and compliance.

The Team

Our Private Wealth team comprises lawyers, accountants, financial advisers, and tax specialists. Their expertise ensures our clients' wealth is protected now and for future generations, offering a unique full-service advice setup.

What Are We Looking For?

• Experience in trust accounts preparation, preferably from an accountancy practice
• Knowledge of various accounts formats, processes, and procedures, including systems like CCH Trust Accounts
• Proficiency in presenting information via spreadsheets (Excel) and reports (Word)

Why Work Here?

We foster an open, human-centered culture emphasizing wellbeing, diversity, and inclusion. We support flexible working arrangements and are committed to an inclusive environment through our DEI initiatives and support networks. We encourage applicants from all backgrounds and are committed to accessible recruitment processes.