Trust Assistant - Prestigious Law Firm

Job Title: Trust Assistant - Prestigious Law Firm
Contract Type: Permanent
Location: SW London
Salary: £40,000 - £60,000
Start Date: ASAP
REF: Trust Assistant
Contact Name: Liam Flanagan
Contact Email:
Job Published: almost 3 years ago

Job Description

Highly sought after law firm are recruiting a Trust 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.

Main Duties:

  • Assisting with the production of annual trust accounts, and preparing Trust & Estate Tax Returns and beneficiary income statements
  • Assisting with preparation of estate accounts
  • Preparing individual tax returns
  • Preparing IHT100 returns
  • 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
  • Receive requests for advice from current and potential clients and deciding on the most appropriate responses to make to these requests

Qualifications & Experience

  • At least 3 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
  • STEP member and relevant professional tax body desirable but not essential

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

Salary £40,000 to £60,000