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Trust Accountant

63800
Up to £35,000
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Danny Brown

Trust Accountant – Top 20 firm

Peterborough

Up to £35,000

AJ Chambers are pleased to be working with a highly regarded top 20 firm of Accountants and advisors, who are looking to appoint An Accountant to work on their Trust portfolio.

The work is varied and high quality and there is also the opportunity to become involved with non-UK resident trusts, deceased estates, and personal tax, if desired.

You would be working with a client base of dynamic businesses, not for profit organisations, private individuals and families on all areas of business, tax and wealth. You would have the chance to provide a full range of accountancy, business advisory and financial services that will help clients to achieve their personal and business goals.

Role:

  • Preparation of annual trust accounts
  • Preparation of self-assessment tax returns for family trusts
  • Day to day trust record keeping and assisting with trust administration
  • Calculation of tax liabilities and advising on payment of tax due under self-assessment
  • Correspondence with clients beneficiaries and HMRC
  • Assisting managers with routine trust planning, such as utilisation of losses and distributions to beneficiaries
  • Responsible for the annual compliance work on your own portfolio of clients and willing to assist with the training and mentoring of Apprentices.

To be successful you would have at least 2-3 years' experience of working within the private client department of an accountancy or legal practice. Ideally with experience of trust accounting and administration. Some experience of charitable trusts, probate work, estate accounts and personal tax would be advantageous but not essential.

Whats in it for you?

  • Annual leave allowance, which increases in line with length of service.
  • Flexible working arrangements around the core hours of 10am-4pm
  • Working from home allowance
  • Eligibility for the firm’s Profit-Sharing Plan that runs from October to September each year. The scheme enables staff to share in the profits of the firm.
  • Depending on your level, you will be entitled to either paid overtime/time off in lieu, or eligibility for the discretionary bonus scheme which is based on both individual performance and firm performance.
  • Flexible holiday entitlements
  • A cycle-to-work facility
  • Health screening
  • Life assurance cover of four times your annual salary
  • Critical illness cover
  • A contributory pension plan.
  • employee assistance helpline,
  • a range of discounts on things such as home insurance, gym and spa membership, global travel insurance, and a range of high street products.

If you are interested in this role and would like to be considered or would like more information, please apply direct or contact Danny Brown at AJ Chambers.

Trust Accountant – Top 20 firm

Peterborough

Up to £35,000

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