Assistant Trust Accountant

Rawlinson & Hunter LLP; Leatherhead; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading accountancy firm in Leatherhead is looking for an Assistant Trust Accountant to support the preparation of trust accounts and tax returns for diverse clients. This role involves liaising with trustees and providing administration services for trusts and estates. Candidates should have experience in financial services and strong client service skills. Join a supportive company that values diversity and offers a competitive salary and generous benefits package.

Benefits

Competitive salary

Generous benefits package

Supportive work environment

Qualifications

• Experience in fund administration, accounting, or bookkeeping is required.
• Knowledge of private equity or derivatives is beneficial.
• Strong client service skills are essential.

Responsibilities

• Assist in preparing trust accounts and tax returns for various trusts.
• Administer trusts and liaise with trustees and advisors.
• Prepare accounts and tax returns for trusts and high net worth clients.

Skills

Experience within financial services

Knowledge of technical financial instruments

Client service experience

Job description

Join Our Team at Rawlinson & Hunter LLP!

We are currently recruiting for an Assistant Trust Accountant to join our Trust and Wealth Services department in our Leatherhead office!

About Us

Established in 1933, Rawlinson & Hunter LLP stands as a leading accountancy and tax practice, renowned for our distinguished reputation. Our core values emphasise a commitment to excellence and a supportive, diverse work environment where every individual is valued.

With a rich history of providing exceptional service to our clients, we take pride in our role as trusted advisors in financial matters.

The Trust Accounting team provides sophisticated trustee, trust administration and trust accounting services. We specialise in the production of accounts for Trusts and Charities as well as providing administration services to Trusts. Our clients are typically High Net Wealth (HNW) and Ultra High Net Wealth (UHNW) individuals or families, each of whom are unique and receive a precisely tailored service.

What You'll Do

The role of Assistant Trust Accountant involves assisting with the preparation of trust accounts and tax returns for UK and non-UK trusts, estates, and high net worth individuals, as well as administering these trusts and liaising with trustees and advisors.

As an Assistant Trust Accountant, the day to day will encompass :

• Assisting in the preparation of trust accounts and trust tax returns for UK and non-UK trusts and estates
• The administration of these trusts, including liaison with trustees and other advisors
• Assisting with the preparation of accounts and tax returns for trusts, charities, estates and high net worth individuals
• Assisting in the preparation of tax pool computations for offshore trusts
• Administration of trusts, charities and estates
• Assisting in the preparation of trust and individual inheritance tax returns

What We're Looking For

• Experience within financial services, such as fund administration / accounting / bookkeeping
• Knowledge of more technical financial instruments, such as private equity or derivatives etc
• Client service experience, especially with private clients

Why Join Us

At Rawlinson & Hunter LLP, we offer a supportive and inclusive environment that encourages professional growth and a competitive salary with a generous benefits package. Join a collaborative atmosphere with exposure to diverse, high-quality clients.

We are an equal opportunities employer and pride ourselves on fostering an inclusive workplace that values diversity.