Menzies LLP

Trust Accountant and Tax Senior

Menzies LLP
Competitive salary plus great benefits
27 Sep 2022
27 Oct 2022
Approved employers
Approved employer
Job role
Accountant, Tax
Contract type
Full time
Experience level
Qualified accountant

Menzies LLP are recruiting for a Trust Accountant and Tax Senior, preferably with accompanying personal tax experience, to work within the Trust and Private client team. Ideally the candidate would be full-time but Menzies would be open to negotiate part-time working hours.

Key responsibilities:

  • The preparation of trust accounts and tax returns for UK and non-UK Trusts and Estates.
  • The preparation of personal tax returns for beneficiaries and high net worth individuals.
  • Administration of a portfolio of trust (and beneficiary) clients, ensuring key deadlines are met within agreed budgets. Including liaison with Trustees and other advisors.
  • Preparation of trust inheritance tax returns and calculations.
  • Preparation of trust tax pool computations.
  • Assisting junior team members with training and queries.
  • Reviewing straightforward tax returns prepared by junior team members.
  • Any other ad-hoc duties that may be required, including assisting with advisory work as required.

Job profile:

  • ATT, ACA, ACCA or STEP qualified or 5 years relevant experience. Menzies would be willing to support a candidate who wants to work towards a further professional qualification.
  • Sound experience in trust accounting and all aspects of UK trust taxation. Alternatively, sound UK personal tax experience with the potential for training in trust work.
  • Proven experience in administering a portfolio of clients. The ability to work under pressure and in a deadline environment.
  • Good communication and inter-personal skills.
  • Good IT skills with an added advantage if the candidate is experienced in using Trust Accounts software and CCH Tax
For further information, and to apply, please visit our website via the “Apply” button below.

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