Trust Manager

Teamour Private Wealth; United States; Hybrid; USD 90,000 - 150,000; Full time

Job summary

Teamour Private Wealth is seeking a Trust Manager to join our Tax/Trust & Accounting team. The role offers hybrid working with potential remote work, and requires preparing trust accounts and returns for review and peer reviews.

You will manage daily trust affairs for high net-worth clients, estates, and charities, ensuring engagement letters and billing alignment. You will collaborate within a multi-disciplinary Private Wealth team and support related client matters, providing detailed reports

Qualifications

• Experience of trust accounts preparation, preferably from accountancy practice.
• Ability to present information in spreadsheets and written reports.
• Knowledge of trust and accounting procedures and compliance.

Responsibilities

• Prepare trust accounts and personal/trust returns for review.
• Manage day-to-day trust affairs for client portfolio including high net-worth individuals, trusts and estates.
• Assist other team members with charities and small business accounts and related compliance.

Skills

Trust accounts preparation

Excel

Word

Tools

CCH Trust Accounts

Job description

We have an exciting 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 - however we operate a flexible approach in practice and this role could be carried out remotely provided you would be able to regularly visit either our Newcastle or Bristol office for collaborative working with colleagues. We can consider applications on a full and part-time basis.The roleYou 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 teamOur 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. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible.What are we looking for?To be successful in this role you'll need at a minimum:Experience of trust accounts preparation, probably from within accountancy practice rather than industryKnowledge 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) #J-18808-Ljbffr