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Trust and Estates Accountant

2 months ago

Cambridge, Cambridgeshire, United Kingdom Cavill Robinson Financial Recruitment Full time
Trust and Estates Accountant Job Description

We are seeking a skilled Trust and Estates Accountant to join our team in Cambridge. As a hybrid accountant, you will work alongside our partners to manage a portfolio of clients, delivering exceptional service for trusts, estates, and high net worth individuals and their families.

Key Responsibilities:
  • Manage a portfolio of clients, ensuring compliance with relevant deadlines for trusts and individuals.
  • Assist partners and directors with advisory projects, including setting up and closing trusts.
  • Attend client meetings as required.
  • Assist with estate administration, including preparation of probate applications, estate accounts, and IHT returns.
Requirements:
  • Relevant experience in trust and probate professional services.
  • Excellent knowledge and experience managing personal and trust compliance, including accounts, income tax returns, and IHT returns.
  • Experience in advising onshore trusts.
  • The ability and enthusiasm to train and develop team members.
What We Offer:
  • Hybrid working (3 days in the office).
  • Discounted shopping, wellness, and rewards via Perkbox.
  • Gymflex, where you can join a gym close to you.
  • Private medical insurance.
  • 25 days' holiday plus 2 extra days over Christmas and a day off on your birthday.
  • Holiday purchase scheme - you can purchase up to 5 extra days a year.
  • Excellent pension scheme - after 6 months, employer contribution is 6% and 100% of employer NI savings go towards the employee pension pot.
  • Discretionary bonus based on firm's performance.
  • Staff lottery every month, giving you the chance to win a £500 bonus.
  • Paid volunteer days.
  • e-car scheme.
  • Dress for your Diary.
  • Free parking.
  • Death in service - equal to 4 times salary.
  • Big summer and Christmas parties.