Trust Accountant in Edinburgh

Utopian Professional Recruitment are delighted to be appointed to work in partnership with an incredible client who is looking to recruit a dedicated Trust Accountant to join their Tax & Succession team on a full time, permanent basis.

Your main responsibilities will include:

• Prepare and co-ordinate accounts for trusts, executries and charities from inception to completion and assist where appropriate the Tax & Succession legal teams in the administration of trusts and charities.
• You will audit, edit and undertake the comparison of all types of trust accounts, including all related tasks involved in accounts preparation and finalisation.
• As a Trust Accountant, you will determine the correct opening balances from previous year’s figures and collate information necessary to prepare the accounts from all available sources.
• You will reconcile the Trust cash accounting and the Investment register and liaise with the Tax team to establish tax retentions and reconcile the Trust tax position, so far as relevant, to the periodic accounting work required.
• The Trust Accounting team liaises closely with their Tax & Succession legal/tax teams, external investment managers and external tax advisors regarding the procedures for dealing with periodic accounting requirements for trusts, executries and charities.
• You will ideally be able to work with minimal supervision in the preparation of periodic accounts, with high attention to detail and accuracy.
• The role can be expanded to provide additional administration support for larger trust and charity clients, and work with Tax & Succession legal teams to streamline the ongoing administration of these clients.

To be considered for this opportunity we are looking for the following background / experience:

• This is the ideal role for an individual with strong knowledge of legal accountancy, particularly in relation to trusts and executries. Training can be provided on accounting for charitable trusts.
• The ability to work directly and professionally with clients and colleagues of all levels is required.
• Strong organisation and communication skills will be essential as is experience using Microsoft Office packages, particularly Excel.
• Full training will be given on other platforms which are used in the business.
• You will have a continuous improvement mindset and a keen interest in using business systems to improve the efficiency of accounting and reporting processes.
• Experience working in a similar role within professional services is desirable.
• A high level of discretion and confidentiality is a requirement of this role, as you will be exposed to sensitive client data and financial information.

Reward:

• Hours of Work – Monday to Friday 9 -5pm (33.75hrs per week)
• This role will initially be office based but our client does support hybrid working once fully trained
• Full Time, permanent contract
• Salary – Excellent and will be discussed at time of application
• Generous holiday allowance
• Pension
• In between Christmas and NY office closure

Next Steps:

For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP.

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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.