Join one of the region’s longest-established and most respected accountancy firms as they continue an exciting period of growth. We’re looking for an experienced Trust & Estates Associate to join a specialist team working with trusts, estates, charities, and private clients.
The Role
As a Trust & Estates Associate, you’ll support the Trust Manager in delivering a first-class service to a portfolio of trusts, estates, charities, and private clients. Your responsibilities will include:
Preparing and reviewing trust accounts, inheritance tax returns, and tax computations.
Assisting with the administration of trusts and advising on Income Tax, Capital Gains Tax, and Inheritance Tax matters.
Liaising with clients, HMRC, solicitors, banks, and other professional advisers.
Maintaining accurate accounting records and ensuring work is completed efficiently and to a high standard.
Providing day-to-day administrative support to help ensure the smooth running of the Trust & Estates team.
About You
Experience in trusts and estates administration within an accountancy practice or firm of solicitors.
Strong technical knowledge of trust and estate taxation.
ATT and/or STEP qualification desirable.
Experience with CCH and trust accounting software is advantageous.
Excellent communication, organisational, and time management skills.
Accurate, proactive, and able to manage multiple priorities.
What’s on Offer?
£35,000-£45,000 salary, depending on experience.
Join a respected, growing firm with an excellent reputation.
Genuine career progression and professional development opportunities.
A supportive team and varied, rewarding workload.
Ready for Your Next Career Move?
If you’re looking to build your career with a forward-thinking, well-established firm that values expertise, teamwork, and professional development, we’d love to hear from you.
