Trust Senior




Finance, Part Qualified Accountant


£40,000 to £45,000 Per Annum



Contract Type:

Full time

Date Posted:

05/01/2022 15:14:00

Become a key member of the Trust Team looking after the accounting, administration, and tax affairs of UK resident trusts.


  • 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

  • Experience of charitable trusts would be advantageous

Skills required

  • Ability to work as part of a team with minimal supervision

  • Takes care to produce reliable work to a good standard with a keen eye for detail

  • Organised, accurate timesheet recording and monitoring of own charge ability

  • Motivated, resilient with a positive outlook and a willingness to learn and develop


  • At least 2-3 years' experience of working within the private client department of an accountancy or legal practice
  • Qualified or studying towards/willing to study towards ACCA, CTA or STEP

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.