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.
To be successful in this role you'll need as a minimum:
- Experience of 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)
This role falls under the hybrid working policy. Most full-time employees typically spend around 3 days in the office and 2 days working from home - however a flexible approach operates in practice and this role could be carried out remotely provided you would be able to regularly visit our Newcastle office for collaborative working with colleagues.