Trust Accountant – Surrey
Clark Wood are currently working with a highly regarded and well-established firm of accountants who are looking to recruit a Trust Accountant to join their growing Trust & Wealth Services team in Surrey.
This is an excellent opportunity for someone with experience in trust accounting and taxation to join a specialist team working with a sophisticated client base of HNW and UHNW individuals and families.
The team provides a range of trust accounting, administration and taxation services across a varied portfolio of UK and offshore trusts, estates and charities.
The Role
The successful candidate will be responsible for a varied portfolio of trust and estate work, including:
- Preparing trust accounts and tax returns for UK and non-UK trusts and estates
- Preparing accounts and tax returns for trusts, charities, estates and HNW individuals
- Preparing tax pool computations for offshore trusts
- Assisting with the ongoing administration of trusts, charities and estates
- Liaising directly with trustees, professional advisers and other relevant parties
- Managing your own workflow and ensuring client work is completed accurately and within deadlines
- Delegating work to and supervising junior members of the team
The Candidate
Ideally, you will have:
- Previous experience in trust accounting
- Knowledge of trust taxation, including an awareness of both onshore and offshore matters
- Experience preparing trust accounts and/or trust tax returns
- Strong organisational skills and the ability to manage competing deadlines
- Excellent communication and IT skills
- The ability to delegate and supervise junior members of staff
Candidates from a broader accounting or taxation background will also be considered where their experience is transferable.
This is a fantastic opportunity to join a highly respected firm with an excellent reputation within the Trusts, Private Client and Wealth Management market, offering exposure to interesting and complex clients alongside excellent opportunities to further develop your technical expertise.
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Trust senior - Surrey in Leatherhead employer: Clark Wood - Tax Recruitment
Clark Wood is an exceptional employer, offering a dynamic and supportive work environment in the heart of London Bridge. With a clear progression path to Head of Tax and Equity Partner, employees benefit from significant autonomy, competitive salaries, and a hybrid working model that promotes work-life balance. The firm prioritises professional development, providing training and CPD costs, alongside a generous benefits package that includes private medical insurance and profit sharing, making it an attractive choice for ambitious tax professionals.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
