Tax and Trust Accountant

• The primary purpose of the role is to provide an accounting and tax service for trust clients
• The role centres on the management of a portfolio of accounting and tax compliance cases and liaison with the client relationship manager as appropriate

Client Details

This is a very successful and well-established professional services company based in Liverpool city centre. The business offers a range of services such as discretionary investment management, charity investment management, and portfolio lending. The Trust and Tax team prides itself on helping their clients invest tax efficiently and ensuring their money goes to those they want it to benefit.

Description

The successful Tax and Trust Accountant can expect to be responsible for:

• Maintenance of ledgers for clients, ensuring that accounting information is posted, in order to prepare accounts and supporting work papers for manager review and client approval
• Production of charity and corporate accounts for audit purposes; preparing accounts based on FRS102
• Production of tax computations
• Production of reports and reconciliations of clients' accounts ensuring that entries have been made properly
• Preparation of a number of VAT returns on a quarterly basis
• Preparation of a number of company accounts and corporation tax returns
• Liaison with external auditors/independent examiners regarding charity and other accounts and their review
• Key involvement with testing and implementation of related software as required
• Visits to the London office may be required
• Ad hoc reconciliations and schedules as and when required

Profile

The successful Tax and Trust Accountant will:

• Be skilled at using accountancy and tax software, as well as MS Office
• Have previous experience in an environment undertaking the preparation of accounts and tax returns for trusts and estates
• Hold a good knowledge of accounting for Trusts and Estates
• Possess strong interpersonal skills for liaising with colleagues and external contacts
• Bring a positive can-do attitude
• Have the ability to work individually and as part of a team

Ideally, the Tax and Trust Accountant will also:

• Hold AAT/STEP qualification (or be nearly qualified)
• Have experience of Wolters Kluwer (previously CCH) practice management, accounting, and tax software
• Have previous exposure to and understanding of probate matters
• Possess a good knowledge of tax knowledge in relation to trusts and estates
• Have the desire to build and maintain great relationships within the accounting team and develop a wider understanding and knowledge of what was CCH

Job Offer

Package details:

• Market rate salary - circa £30,000 - £40,000
• Full technical training and support
• A nurturing, development-led working environment
• A company pension
• Private medical insurance
• Life assurance
• Company share scheme
• Income protection
• Season ticket loans
• A range of other voluntary benefits