Trust Accountant

Morgan McKinley; Bristol; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading legal firm is seeking a Trust Accountant with experience in trust account preparation to join their private wealth team. You will be responsible for preparing trust accounts, managing client portfolios, and supporting tax compliance. The role offers hybrid or remote working options, an annual bonus scheme, private medical insurance, and a variety of employee benefits aimed at enhancing work-life balance.

Benefits

Annual bonus scheme

Private medical insurance

Healthcare cash plan & dental cover

Discounts on shopping & gym memberships

Qualifications

• Experience likely gained within accountancy practice.
• Ability to produce clear, professional written reports.
• Confidence in managing own portfolio.

Responsibilities

• Independently prepare trust accounts and personal/trust tax returns.
• Manage day-to-day client portfolio affairs.
• Assist with client affairs in Trust and Tax team.

Skills

Experience in trust account preparation

Familiarity with account formats and systems

Strong Excel skills

Proactive and detail-focused approach

Tools

CCH Trust Accounts

Job description

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Trust Accountant

Bristol OR Newcastle (Hybrid/fully remote working)

Are you an experienced Trust Accounts professional looking for a role with a global, industry leader? We are recruiting for a top-tier, internationally recognised legal firm for a Trust Accountant to join their private wealth team to support their growing portfolio of high-net-worth individuals, trusts & estates. Their private wealth team has a unique multi-disciplinary offering and is one of the highest performing departments in the business.

The Role

You'll work independently preparing trust accounts and personal/trust tax returns for review, as well as undertaking peer reviews. Managing the day-to-day affairs of your client portfolio, you'll ensure compliance with engagement letters, agree fees, and oversee billing. You'll also assist the broader Trust and Tax team with client affairs and support the wider business on charity and small business accounts compliance.

About the Team

This firm's Private Wealth team is a rare blend of lawyers, accountants, financial advisers, and tax specialists - working together to deliver full-spectrum advice to clients. This collaborative approach sets them apart in the legal sector, offering clients genuinely holistic solutions to protect their wealth now and for the future.

What You'll Need

To thrive in this role, you'll bring:

• Experience in trust account preparation - likely gained within accountancy practice
• Familiarity with various account formats and systems, particularly CCH Trust Accounts
• Strong Excel skills and the ability to produce clear, professional written reports
• A proactive, detail-focused approach with confidence in managing your own portfolio

What's on Offer

This firm believes in supporting their people to thrive - professionally and personally. In return for your expertise, you'll benefit from:

• Hybrid or remote working - ideally within commuting distance to Bristol or Newcastle, but fully remote considered
• Annual bonus scheme
• Private medical insurance
• Healthcare cash plan & dental cover
• Discounts on shopping & gym memberships
• A wide range of other additional employee benefits designed to support your wellbeing and work-life balance

If you're ready to progress your Trust Accounting career and want to work for a business that does high-profile work without the big corporate office culture & long working hours, please apply and we will be in touch to discuss your application further.

Job ID JN -082025-1986312