Top 50 accountancy firm with great reputation looking to recruit a Trust Senior. Competitive £ plus benefits
Your new company
Top 50 accountancy firm with great reputation and meritocratic environment is looking to recruit a Trust Senior.
Your new role
This is an ideal opportunity for someone looking for high quality and varied work with the potential for some client-facing involvement. The role will mainly involve dealing with the accounting, administration and tax affairs of UK resident trusts but there could be the potential to become involved with non UK resident trusts, deceased estates and personal tax compliance. The main duties encompass compliance work and will include some or all of the following:
- Preparation of annual trust accounts including charitable trusts.
- Preparation of self-assessment tax returns for family trusts.
- Day to day trust record keeping and assisting with trust administration.
- Calculation of tax liabilities and advising on payment of tax due under self-assessment.
- Correspondence with clients, beneficiaries and HMRC.
- Assisting managers with planning issues, e.g. utilisation of losses and distributions to beneficiaries.
The successful candidate will be responsible for the annual compliance work on his or her own portfolio of clients, but will also assist more senior members of the department. Preparation of returns and tax computations is substantially computerised and the successful candidate will be expected to become fully conversant with the appropriate software. CCH Trust Accounts and Excel are used extensively in this role.
This individual is expected to work with minimal supervision and to show initiative in dealing with clients' affairs and monitor their own time budgets. Accuracy is absolutely key and work must be completed to a standard which requires little detailed review and is of a reliable standard.
What you'll need to succeed
The successful candidate is likely to have at least 2-3 years experience of working within the private client department of an accountancy or legal practice.
The individual is likely to have experience of trusts accounting and administration and is a member of STEP (or someone who is willing to study for this qualification). It would also be advantageous if the candidate has a Taxation qualification and experience in dealing with the administration of estates.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.