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Trust Accountant

15 March 2024

  • Permanent
  • London
  • £45000 - £55000 per annum GBP / Year

I’m working with an outstanding mid-tier firm who are actively looking for a Trust consultant to join their already established team. This team gives you the opportunity to hit the ground running and offers the mentorship & development you want when progressing in your career.

This would be an ideal endeavour for a Private Client tax specialist, interested in specialising in Trust & Estates. The firm can offer some outstanding benefits with the flexibility needed for anybody looking for work/life balance.

This firm can offer:

  • 25 days holiday + bank holidays
  • Private medical health care
  • Hybrid working – 3 days in the office
  • Flexibility – core hours of 10am-4pm
  • Bonus structure
  • A highly convenient gym on-site

Responsibilities

  • Responsible for a varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met.
  • Reviewing work prepared by members of the team, input into their training and mentoring.
  • Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax
  • Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approach.
  • Monitoring budgets, own chargeability and raising fee notes
  • Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas!

Key characteristics

  • ATT Qualified and either studying or looking to study CTA/STEP.
  • Working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous.
  • Strong understanding of trusts.
  • Good communication, organisational and team skills.
  • Flexible and dependable, able to take the initiative.
  • Motivated and resilient with a positive outlook.
  • Able to quickly build confidence, respect, and trust with others.

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