Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare trust accounts and tax returns while liaising with trustees.
- Company: Join a forward-thinking law firm with a highly regarded Private Client team.
- Benefits: Enjoy a competitive salary, flexible hours, and a fully remote role.
- Why this job: Take ownership in a trusted setting with a focus on work-life balance and personal growth.
- Qualifications: ATT and/or TEP qualified with experience in trusts and estates.
- Other info: Work independently in a supportive team environment using industry-standard software.
The predicted salary is between 27000 - 45000 £ per year.
Location: Fully Remote (UK-based)
Salary: Up to £45,000 (DOE)
Working Arrangement: Remote with flexible full-time hours
About the Role
Are you a detail-oriented finance professional with a passion for Trusts and Tax? An exciting opportunity has arisen for a Trust Accounts Specialist to join a highly regarded Private Client team within a forward-thinking law firm. This is a remote position offering excellent flexibility and the chance to work within a collaborative, experienced team delivering expert advice across a varied portfolio. In this role, you'll play a key part in the preparation and oversight of trust and estate accounts, while liaising with trustees and other professionals to ensure high-quality service and compliance with all relevant tax obligations.
Key Responsibilities:
- Prepare annual Trust Accounts and associated Trust Tax Returns
- Complete personal and estate Self-Assessment Tax Returns
- Report Capital Gains Tax and prepare Inheritance Tax documentation
- Provide guidance to trustees and internal teams on accounting and tax matters
- Maintain accurate financial records using industry-standard software
What We're Looking For:
- ATT and/or TEP qualified (essential)
- Experience with trusts, estates, and charitable structures
- Proficient in Microsoft Excel; knowledge of Digita or Troika WealthWorks is an advantage
- A proactive mindset and the ability to work independently
- High attention to detail and strong organisational skills
What's on Offer:
- Competitive salary of up to £45,000, depending on experience
- Flexible working hours in a fully remote role
- Supportive and experienced team environment
- Strong focus on work-life balance and personal development
This role offers a fantastic opportunity for someone looking to take ownership of their work in a trusted and respected private client setting, with the flexibility to work from anywhere in the UK.
Trust Accounts Specialist employer: TSR Legal
Contact Detail:
TSR Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Accounts Specialist
✨Tip Number 1
Familiarise yourself with the latest regulations and best practices in trust accounting and tax compliance. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in this specialised field.
✨Tip Number 2
Network with professionals in the finance and legal sectors, particularly those who specialise in trusts and estates. Engaging with industry peers can provide valuable insights and potentially lead to referrals or recommendations for the role.
✨Tip Number 3
Showcase your proficiency in Microsoft Excel by preparing a sample financial report or analysis relevant to trust accounts. This practical demonstration of your skills can set you apart from other candidates during discussions.
✨Tip Number 4
Prepare thoughtful questions about the firm's approach to trust management and client service. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
We think you need these skills to ace Trust Accounts Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in trust accounts and tax. Emphasise your qualifications, such as ATT or TEP, and any specific software skills like Microsoft Excel or Digita.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for trusts and tax. Mention your attention to detail and organisational skills, and explain how you can contribute to the team’s success.
Highlight Relevant Experience: In your application, focus on your previous roles related to trusts, estates, and charitable structures. Provide examples of how you've prepared trust accounts or handled tax returns to demonstrate your expertise.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at TSR Legal
✨Showcase Your Qualifications
Make sure to highlight your ATT and/or TEP qualifications during the interview. Discuss how your credentials align with the requirements of the Trust Accounts Specialist role, and be prepared to provide examples of how you've applied your knowledge in previous positions.
✨Demonstrate Attention to Detail
Since this role requires a high level of accuracy, be ready to discuss specific instances where your attention to detail made a significant impact. You could mention how you maintained accurate financial records or ensured compliance with tax obligations in past roles.
✨Familiarise Yourself with Relevant Software
If you have experience with Microsoft Excel, Digita, or Troika WealthWorks, be sure to mention it. If not, consider brushing up on these tools before the interview, as familiarity with industry-standard software can set you apart from other candidates.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the team dynamics, the firm's approach to client service, and opportunities for personal development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
