Trust Accounts & Tax Senior - Hybrid, Growth Path

Georgiana Head Recruitment Limited; West of England; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Our client, a Top 20 accountancy firm, seeks a Trust Senior to join the Private Wealth and Estates Group. You will prepare trust accounts and tax returns for high net worth clients, including UK and offshore trusts and related offshore companies and death estates.

The role involves bookkeeping for trusts, administration support, and preparing for trustees' meetings. Hybrid and flexible working are available, with no visa sponsorship offered.

Qualifications

• Experience with bookkeeping for trusts and preparing trust accounts.
• Ability to prepare trust tax returns including IHT and offshore pools.
• Familiarity with HMRC TRS/AEOI and French reporting requirements.

Responsibilities

• Bookkeeping for trusts.
• Assisting with the administration of trusts including cashflow monitoring and payments.
• Preparing trust accounts and trust tax returns.
• Arranging and preparing for trustees' meetings.
• Assisting with advisory projects and client correspondence.

Skills

Bookkeeping for trusts

Trust administration

Preparing trust accounts

Preparing trust tax returns

HMRC TRS & AEOI knowledge

Interpersonal skills

Client liaison

Education

Relevant accounting qualification (AAT/ACCA/ACA)

Job description

Our client, a Top 20 accountancy firm, seeks a Trust Senior to join the Private Wealth and Estates Group. You will prepare trust accounts and tax returns for high net worth clients, including UK and offshore trusts and related offshore companies and death estates.

The role involves bookkeeping for trusts, administration support, and preparing for trustees' meetings. Hybrid and flexible working are available, with no visa sponsorship offered.