Trust Accountant

IPS Finance; Bradford; On-site; GBP 60,000 - 80,000; Part time

Job summary

A Chartered Accountant firm in Bradford is seeking an individual with experience in tax or trust accounts to join their trust and estates team. This role can be part-time or full-time, managing a portfolio of trust clients with various assets. Responsibilities include preparing accounts, submitting tax returns, and liaising with clients and HMRC. Training is provided, with direct oversight from an experienced partner.

Qualifications

• Experience working with tax or trust accounts.
• Ability to prepare annual trust and estate accounts.
• Familiarity with preparing and submitting tax returns.

Responsibilities

• Preparing annual trust and estate accounts on a bespoke basis.
• Completing and submitting annual tax returns using CCH software.
• General administration of trusts and estates.

Skills

Tax accounts experience

Trust accounts experience

CCH software proficiency

Job description

Overview

We are working with an independent firm of Chartered Accountants in Bradford seeking an individual with tax or trust accounts experience to join their busy trust and estates team. Training can be provided by an experienced tax and trust Partner. This role can be fulfilled on a part time or full time basis. Working directly with the trust partner, you will be responsible for a portfolio of trust clients which have a variety of assets including property, private company shares and investment portfolios. The role also involves administering estates including gathering details of assets and liabilities, the preparation of estate accounts, collecting in assets and making distributions to beneficiaries, as well as tax computations.

Responsibilities

• Preparing annual trust and estate accounts on a bespoke basis from templates.
• Completing and submitting annual tax returns using CCH software.
• Completing Inheritance Tax returns and preparing associated calculations.
• General administration of trusts and estates.
• Liaising with clients and providing advisory services (in conjunction with the partner or manager when appropriate).
• Liaising with HMRC, solicitors, banks and stockbrokers.

Contact

If you are interested in this Tax/Trust opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance.