Trust Senior

Opportunity in a Boutique firm.

This firm seeks a dedicated professional to join its esteemed Trust Team. The successful candidate will be responsible for managing the accounting, administration, and tax affairs of UK resident trusts. This role offers a diverse range of high-quality work, with potential involvement in non-UK resident trusts, deceased estates, and personal tax matters.

Key responsibilities include preparing annual trust accounts and self-assessment tax returns for family trusts, maintaining daily trust records, and assisting with trust administration. The position involves calculating tax liabilities, advising on tax payments under self-assessment, and corresponding with clients, beneficiaries, and HMRC. Additionally, the role encompasses supporting managers with routine trust planning, such as loss utilisation and beneficiary distributions.

The ideal candidate will possess 2-3 years of experience in a private client department of an accountancy or legal practice, with a focus on trust accounting and administration. Qualifications or ongoing studies in ACCA, CTA, or STEP are preferred. Familiarity with charitable trusts, probate work, estate accounts, and personal tax would be advantageous.

Essential attributes include the ability to work independently with minimal supervision, meticulous attention to detail, and excellent organisational skills. The successful applicant will demonstrate initiative, maintain accurate timesheets, and monitor personal chargeability. Proficiency in IT and adaptability to evolving digital environments are crucial.

Our firm utilises CCH Trust Accounts, CCH Personal Tax, and CCH Practice Management System. While prior experience with these systems is beneficial, comprehensive training will be provided.

This position offers opportunities for professional growth, including the chance to manage a personal client portfolio and contribute to the training and mentoring of apprentices.