Role details

Trusts and Estates Senior - Top 10 Practice

London   •   £35,000   •  Permanent

Bullet points

  • Competitive Salary
  • Central London

About Our Client

The client is a Top 10 full services accountancy practice based in the heart of London City. The Trusts team sits within their private client function where their goal is to be a one stop shop for all private client services.

Job Description

  • Ensure the computerised accounting records for their portfolio are accurate and up to date at all times.
  • To assist the Trust Manager with correspondence and queries from clients and other professionals e.g. HMRC, brokers, banks and lawyers.
  • Prepare trust tax returns and computations for Trust Manager approval.
  • Prepare charity accounts and complete charity returns for Trust Manager approval.
  • Assist Trust Manager with queries relating to income tax, capital gains tax and inheritance tax and calculations arising from this.
  • Assist with general department administration duties.
  • Assist the Trust Manager with trust accounting administration.
  • Assist in preparing of bills and monitor the bills settlement in conjunction with the Trust Manager.

The Successful Applicant

As Trusts Senior you will be responsible for the following

  • Proven trusts, tax and accounts technical knowledge and experience gained in a similar practice environment
  • ATT / STEP is advantageous
  • Competent at using MS Office
  • Experience in using Trust Accounts system Viztopia and CCH
  • Good communication and presentation skills
  • Able to multi-task and work under pressure with accuracy and focus
  • Strong organisational and time management skills
  • Able to influence internal / external clients and colleagues
  • Able to plan and prioritise tasks

What's on Offer

  • Top 10 accountancy practice
  • London
  • Competitive salary
  • Bens

Apply for this job

Click the Apply or LinkedIn button below or contact Sara-Louise Olsson on +44 20 7269 2318 quoting job reference 13767386
As you are using an Apple iOS device we are unable to offer you the CV upload function. Please apply with your Linkedin profile below or contact Sara-Louise Olsson on +44 20 7269 2318 quoting job reference 13767386