Trust senior - Surrey

Clark Wood - Tax Recruitment; Leatherhead; On-site; GBP 40,000 - 60,000; Full time

Job summary

Clark Wood is working with a reputable Surrey firm to recruit a Trust Accountant to join the Trust & Wealth Services team. The role focuses on trust accounting, tax compliance and administration for a sophisticated client base.

You will handle UK and offshore trusts, estates and charities, liaising with trustees and advisers while managing your workflow and supervising junior staff. A strong background in trust accounting and taxation is essential.

Qualifications

• Experience in trust accounting and trust tax returns.
• Knowledge of onshore and offshore trust taxation.
• Strong organisational and deadline management.
• Excellent communication and IT skills.

Responsibilities

• Prepare trust accounts for UK and offshore trusts and estates.
• Prepare tax returns for trusts, charities, estates, and HNW individuals.
• Prepare tax pool computations for offshore trusts.
• Assist with administration of trusts, charities and estates.
• Liaise with trustees, advisers and other parties.
• Manage own workflow and ensure client work meets deadlines.
• Supervise junior team members and delegate work.

Skills

Trust accounting

Taxation knowledge

UK & offshore trusts

Client communication

Job description

Trust Accountant – Surrey

Clark Wood are currently working with a highly regarded and well-established firm of accountants who are looking to recruit a Trust Accountant to join their growing Trust & Wealth Services team in Surrey.

This is an excellent opportunity for someone with experience in trust accounting and taxation to join a specialist team working with a sophisticated client base of HNW and UHNW individuals and families.

The team provides a range of trust accounting, administration and taxation services across a varied portfolio of UK and offshore trusts, estates and charities.

The Role

The successful candidate will be responsible for a varied portfolio of trust and estate work, including:

• Preparing trust accounts and tax returns for UK and non-UK trusts and estates
• Preparing accounts and tax returns for trusts, charities, estates and HNW individuals
• Preparing tax pool computations for offshore trusts
• Assisting with the ongoing administration of trusts, charities and estates
• Liaising directly with trustees, professional advisers and other relevant parties
• Managing your own workflow and ensuring client work is completed accurately and within deadlines
• Delegating work to and supervising junior members of the team

The Candidate

Ideally, you will have:

• Previous experience in trust accounting
• Knowledge of trust taxation, including an awareness of both onshore and offshore matters
• Experience preparing trust accounts and/or trust tax returns
• Strong organisational skills and the ability to manage competing deadlines
• Excellent communication and IT skills
• The ability to delegate and supervise junior members of staff

Candidates from a broader accounting or taxation background will also be considered where their experience is transferable.

This is a fantastic opportunity to join a highly respected firm with an excellent reputation within the Trusts, Private Client and Wealth Management market, offering exposure to interesting and complex clients alongside excellent opportunities to further develop your technical expertise.