Financial Services Professional
3 weeks ago
We're looking for a skilled Financial Services Professional to join our team in Trust and Estates. As a key member of our team, you'll be responsible for managing a portfolio of clients, ensuring compliance with relevant deadlines for trusts and individuals. You'll also assist partners and directors with advisory projects, including setting up and closing trusts.
Our ideal candidate will have excellent knowledge and experience in managing personal and trust compliance, including accounts, income tax returns, and IHT returns. TRS reporting, estate accounts, and tax returns are also a plus. If you're passionate about accounting for Trust and Estates and want to join a firm that truly cares about its employees, we'd love to hear from you.
- 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
- Assist with estate administration, including preparation of probate application, estate accounts, and IHT returns
We offer a competitive salary, excellent pension scheme, and a range of benefits, including discounted shopping, wellness, and rewards via Perkbox, private medical insurance, and more.
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