Trusts Senior

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

Job summary

A leading accounting firm in Leatherhead is seeking a Trust Accountant and Tax Senior. The role involves preparation of trust accounts and tax returns for various clients, managing a portfolio, and assisting junior team members. Candidates should have relevant qualifications or experience. This position offers the opportunity to work with high net worth clients in a supportive team environment.

Qualifications

• ATT, ACA, ACCA or STEP qualified or 5 years relevant experience.
• Experience in trust accounting and UK trust taxation.
• Sound UK personal tax experience with potential for training in trust work.

Responsibilities

• Preparation of trust accounts and tax returns for UK and non-UK Trusts and Estates.
• Administration of a portfolio of trust clients, ensuring deadlines are met.
• Preparing tax pool computations and inheritance tax returns.

Skills

Trust accounting

UK trust taxation

Personal tax experience

Education

ATT, ACA, ACCA or STEP qualification

5 years relevant experience

Job description

Overview

Our client is a Top 50 Firm of Chartered Accountants whose Leatherhead office is recruiting for a Trust Accountant and Tax Senior, preferably with accompanying personal tax experience, to work within the Trust and Private client team.

Responsibilities

• The preparation of trust accounts and tax returns for UK and non-UK Trusts and Estates.
• The preparation of personal tax returns for beneficiaries and high net worth individuals.
• Administration of a portfolio of trust (and beneficiary) clients, ensuring key deadlines are met within agreed budgets. Including liaison with Trustees and other advisors.
• Preparation of trust inheritance tax returns and calculations.
• Preparation of trust tax pool computations.
• Assisting junior team members with training and queries.
• Reviewing straightforward tax returns prepared by junior team members.
• Any other ad-hoc duties that may be required, including assisting with advisory work as required.

Qualifications

You will be ATT, ACA, ACCA or STEP qualified or 5 years relevant experience.

You will also have sound experience in trust accounting and all aspects of UK trust taxation.

Alternatively, sound UK personal tax experience with the potential for training in trust work.

How to apply

For further information on this role please contact Will Langdon at Clark Wood - [e-mail]; 07920 557121