Trust Accountant

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.