Trust Manager — Private Wealth Accounts & Returns

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

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