Trust senior - Surrey

Clark Wood; Leatherhead; On-site; GBP 42,000 - 65,000; Full time

Job summary

Clark Wood in Surrey is seeking a Trust Accountant to join the Trust & Wealth Services team, handling UK and offshore trusts and estates. The role involves liaising with trustees and advisers, managing a varied portfolio and supervising junior staff.

Experience in trust accounting and taxation is essential, with strong organisational, communication and IT skills to deliver accurate work to deadlines in a busy private client environment.

Qualifications

• Experience in trust accounting is essential.
• Knowledge of trust taxation including onshore and offshore matters.
• Experience preparing trust accounts and/or trust tax returns.
• Strong organisational skills and the ability to meet deadlines.
• Excellent communication and IT skills.
• Ability to delegate and supervise junior staff.

Responsibilities

• 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

Skills

Trust accounting

Trust taxation

Tax returns

Organisation

Communication

IT skills

Delegation

Team supervision

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.