Trust Accountant

Trust Accountant

Great career opportunity to join a prestigious client and a well established high calibre Private Client Cheltenham team.

The role of Trust Accountant is a support role where the successful candidate will work closely with the Trust Manager dealing with high net worth individuals from the UK and abroad.

You will be responsible for inputting data computer systems used by the team from bank statements, investment managers statements and year-end tax packs and the firms client account, etc.

After training as necessary, you will be fully conversant with our specialist trust and probate computer software packages.

You will deal with the compliance work in respect of trusts and estates to include the production of trust and estate accounts and tax returns; both Self- Assessment and Inheritance Tax; maintaining the FPTCA database.

You will be expected to be flexible in your approach and willing to undertake a wide range of practical tasks.

You will liaise directly with trustees and beneficiaries and take part in client meetings, enjoying regular contact with investment managers and other professional advisers such as banks, valuers and accountants.


Highly motivated individual who will be able to deal effectively with conflicting requirements
Ability to communicate at all levels
Experience in preparing accounts and tax returns is essential
Excellent telephone and letter writing skills, with the ability to draft basic documents.

Experience in preparing Inheritance Tax forms is useful but not essential as training will be given
Pro-active team player
High level of numerical skills
Strong organisational skills with the ability to prioritise
Good problem solving skills
High degree of accuracy/attention to detail
Able to work on own initiative with a high attention to detail.

If your skills and experience match this role, please forward your CV in a word format
Elliott James Recruitment is acting as an Employment Agency in relation to this vacancy

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