Role details

Trust Accountant

City of London   •  Temporary

Bullet points

  • Private Banking and Wealth Management Client seeking Senior Trust Accountant
  • Must have Trust accounting and CCH accounting software experience

About Our Client

My client sits within the Financial Services industry, specializing in private banking and wealth management services to international private clients, families, business owners and entrepreneurs, and to institutions including pension funds, endowments and charities.

My client is a leading provider of Trustee services to families, charities and wealthy individuals, and is responsible for providing a high quality service to a large and diverse portfolio of clients.

Job Description

The duties of the Senior Trust Accountant will be:

To coordinate the KBTL accounting and tax compliance function, liaising heavily with trust directors to deliver the most effective service

To prepare accounts and tax returns for a portfolio of trust and charity clients, with assistance from a Junior Accountant

To ensure that operational standards and controls are complied with.

To ensure accounts are prepared to the appropriate accounting standards.

The Successful Applicant

The successful Senior Trust Accountant will have the following:

Essential Skills:

Understand the duties of a trust accountant

Trust accounting and trust tax compliance expertise, with solid experience of CCH accounting software

Good knowledge of Microsoft packages including Excel, Outlook, and Word

Ability to manage conflicting demands under pressure

Ability to demonstrate effective communication skills

Essential Qualifications:

Either qualified by trust accounting experience or likely to be ACA/ACCA

STEP/CTA is also desirable, but is not a requirement

Internal Behaviours:


Client Focus


Team player

Sound judgement

What's on Offer

The successful candidate will join the team in their City of London office as soon as possible, and report to the Trust Directors. The career progression for this Senior Trust Accountant role has the potential to lead to a Junior Trust Director role. The role will start off as a 3 month contract but will turn into a permanent role after this initial contract period.

Apply for this job

Click the Apply or LinkedIn button below or contact Victoria Karpinski on +44 20 7645 1436 quoting job reference 13483007
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