Job Description

We have an exciting opportunity to join our esteemed Private Wealth team as a Trust Assistant Manager, working within our Tax/Trust & Accounting team. This role falls under our hybrid working policy, typically involving around 3 days in the office and 2 days from home, though we offer flexibility and can consider remote arrangements with regular visits to either our Newcastle or Bristol office for collaboration. Applications are welcome on both full-time and part-time bases.

The role


As a Trust Assistant Manager, you will play a key role in supporting the management of trust affairs for a diverse client portfolio, including high-net-worth individuals, trusts, and estates. Your responsibilities will include:

  • Assisting with the preparation of trust accounts and personal/trust tax returns for review.

  • Supporting day-to-day trust administration and compliance tasks.

  • Helping ensure engagement letters and billing process...

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