Trust Accountant - Highly-Regarded Mid-tier Firm

Michael Page
Leatherhead, Surrey
£35000 - £45000 per annum
20 Sep 2023
27 Sep 2023
JN -112021-4535197
Joseph Potter
Job role
Contract type
Full time
Experience level
Newly qualified

This is an excellent opportunity to join a highly regarded firm of Chartered Accountants in Leatherhead, known for their Private Client and, more specifically, Trust services. The work is varied and high quality and there is also the opportunity to become involved with non-UK resident trusts, deceased estates, and personal tax, if desired.

Client Details

Top 20 Accountancy firm

My client advise dynamic businesses, not for profit organisations, private individuals and families on all areas of business, tax and wealth.

They provide a full range of accountancy, business advisory and financial services that will help clients to achieve their personal and business goals.


· Preparation of annual trust accounts

· Preparation of self-assessment tax returns for family trusts

· Day to day trust record keeping and assisting with trust administration

· Calculation of tax liabilities and advising on payment of tax due under self-assessment

· Correspondence with clients, beneficiaries and HMRC

· Assisting managers with routine trust planning, such as utilisation of losses and distributions to beneficiaries

· Responsible for the annual compliance work on his or her own portfolio of clients and willing to assist with the training and mentoring of Apprentices


The successful candidate is likely to have at least 2-3 years' experience of working within the private client department of an accountancy or legal practice. Ideally with experience of trust accounting and administration

· Qualified or studying towards/willing to study towards ACCA, CTA or STEP

· Some experience of charitable trusts, probate work, estate accounts and personal tax would be advantageous but not essential

Job Offer

Salary circa £35,000 - £45,000 plus benefits, depending on experience and qualification status.

Flexible working.

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