Trust Accountant

I am currently recruiting for a Trust Accountant to join a prestigious firm based in Newcastle. You will primarily be responsible for handling the affairs of HNW individuals, trusts, and estates.

What you will do:

• Independently manage trust accounts and personal/trust returns, including preparation and review.
• Oversee day-to-day trust affairs for a diverse client portfolio.
• Ensure client engagement letters are in place and fees are agreed upon and billed accurately.
• Collaborate with trust and tax team members to manage client affairs comprehensively and efficiently.
• Conduct peer reviews and provide support to the wider team in maintaining compliance.

What experience you will have:

• Strong experience preparing accounts within a practice environment
• Experience with CCH Trust Accounts
• Strong interpersonal skills
• Experience handling a portfolio of clients
• An ability to prioritise tasks and work to tight deadlines

What you will get:

• £35,000-£45,000 depending on experience
• Hybrid working
• Pension contributions
• 25 days leave with the option to buy/sell 5 days
• Medical and dental care
• Gym discounts
• Season ticket loans
• Wellbeing days