Junior Practice Accountant

Highly sought after firm are recruiting a Trust Assistant or Junior Accountant to join the accounts department on a permanent basis. The Trust Administration team manages over 150 trusts and funds, which give the scope for a wide variety of experience, with property and share portfolios, discretionary, life interest and personal injury trusts and family wealth management. 

The team’s work also includes accounting matters for the probate and Court of Protection teams within the Private Client Group. The work is predominantly accounting-based, yet does involve significant interaction with the wider Private Client planning team to ensure a complete service to clients.

Key Responsibilities and Duties include:

Arranging payments to beneficiaries and for trustees

Data input for trust accounting of bank, brokers and dividend information

Updating capital information of trustees’ share portfolios

Reconciling to third party records

Monitoring of client funds on deposit

Contact with other professional advisors as well as clients

Assisting with the production of annual trust accounts, and preparing Trust & Estate Tax Returns and beneficiary income statements

Preparing individual tax returns

Assisting with preparation of estate accounts

Preparing IHT100 returns

Client Relations:

To provide a high quality legal service to all clients

Professional Standards:

Treat all information about the firm and its client and their business as wholly confidential

Keeping up-to-date with changes in the law

Personal Development:

To have a clear understanding of what it would take to develop a career to the next level

Support internal procedures and systems of including file / case management

PERSON SPECIFICATION

Qualifications & Experience          

At least 2 years in a practical accountancy background

Income, Gains and Inheritance Tax experience

IT literate, with good working knowledge of Word & Excel and possible previous experience using CCH Trust Accounts and CCH Personal Tax or similar software

Motivation & Competencies

Relevant experience within a professional services firm would be desirable

Excellent communication both written and verbal - the role involves liaison with internal and external people at a senior level

The flexibility to work outside normal office hours as may be required from time to time

Salary: £24,000 to £29,000

Working hours: 9:30am to 5:30pm