Trust Accountant

Rawlinson & Hunter LLP; Leatherhead; On-site; GBP 40,000 - 60,000; Full time

Job summary

Rawlinson & Hunter LLP in Leatherhead is seeking a meticulous Trust Accountant to join our Trust and Wealth Services team. You will prepare trust accounts and tax returns for UK and offshore trusts, estates and UHNW clients, and liaise with trustees and advisors to ensure timely, accurate reporting.

You will supervise junior staff, manage workflow, and maintain strong IT skills to support our accounting processes in a deadline-driven environment.

Qualifications

• Experience in trust accounting and aspects of trust taxation.
• Able to delegate and supervise junior staff.
• Able to work under pressure and in a deadline driven environment.
• Excellent IT skills and a desire to continually develop these.
• Able to communicate effectively with contacts in the appropriate medium.
• Good organisational skills and the ability to manage workflow and ensure timely delivery of client work.

Responsibilities

• 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
• Preparation of accounts and tax returns for trusts, charities, estates and high net worth individuals
• Preparation of tax pool computations for offshore trusts, administration of trusts, charities and estates

Skills

Trust accounting

Trust taxation

Delegation

Pressure handling

IT skills

Communication

Organisational skills

Job description

Join Our Team at Rawlinson & Hunter LLP!

We are currently recruiting for a 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 Trust Accountant involves preparing 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 a Trust Accountant the day to day will encompass:

• 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

• Preparation of accounts and tax returns for trusts, charities, estates and high net worth individuals

• Preparation of tax pool computations for offshore trusts, administration of trusts, charities and estates

Requirements:

The main criteria for anyone applying for this position is a combination of strong trust accounting skills and an awareness of onshore and offshore trust taxation matters. Other accounting and taxation experience will be considered if it is transferable. Ideally you will have worked in an environment where it is necessary to deliver accurate information on a timely basis.

You will also be able to demonstrate the following skills, experience and attributes:

• Experience in trust accounting and aspects of trust taxation

• Able to delegate and supervise junior staff

• Able to work under pressure and in a deadline driven environment

• Excellent IT skills and a desire to continually develop these

• Able to communicate effectively with contacts in the appropriate medium

• Good organisational skills and the ability to manage workflow and ensure the timely delivery of client work