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Trust Accountant

Harvey John
London, United Kingdom
Competitive Salary
Closing date
May 18, 2024

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Job Role
Contract Type
Full Time
Trust Accountant - no trust experience necessary

£36,000 - £44,000

Central London - hybrid with 3 days office-based

Are you looking to make your first move out of practice? Are you ready to say goodbye to timesheets and try something new?

Harvey John are partnered with a prestigious London law firm to recruit a Trust Bookkeeper & Accountant for their Private Client Tax team. This is a fantastic new role where no prior experience in trust accounting is necessary - full training will be provided.

The team provides legal, tax and wealth structuring advice on a wide variety of issues to ultra high net worth individuals, trustees and to other institutions and firms. Their work is incredibly varied and interesting and is international, covering a range of technical areas in tax and law.

This role is integral in delivering the accounting and tax compliance cycle for a full spectrum of discretionary and interest in possession trusts and charities.

What’s in it for you:

  • A generous salary of £36,000 - £44,000 depending on experience
  • Full training will be provided for all trust elements to the role
  • 26 days holiday + bank holidays
  • Private medical and health insurance
  • Hybrid working with 2 days from home
  • Fitness and other wellbeing allowances
  • A wonderful, modern office space with free “coffee shop” coffees and a subsidised canteen

Day to day duties:

  • Assisting with the trust accounting function for family trusts
  • Bookkeeping and posting of transactional information in relation to investment portfolios or rental properties
  • Production of draft trust accounts
  • Supporting the wider team particularly in the area of client due diligence and the maintenance of client due diligence information for trustees and beneficiaries
  • The opportunity to become involved in wider client financial administration and reporting if desired, including cash flow forecasts and the calculation of taxable income and capital gains.

To succeed in this role:

  • Strong bookkeeping, double-entry and year-end accounts preparation experience, either in a similar role or from an accountancy practice environment
  • QBE or AAT Level 4 qualified
  • Experience using Xero or other online accounting packages
  • Experience in trust accounting would be a benefit, but is not essential

The firm is dedicated to recruiting and training talented people from all backgrounds to build careers for the long term and fully committed to increasing the diversity of their employees and partners.

As such, should you require any adjustments during the application or interview process, please do not hesitate to raise this.

Please contact Dominique at Harvey John for more information.

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