Job Description

Overview

We are a small but well established firm of Chartered Accountants in the centre of Bradford, seeking an accountant with relevant experience to join our busy trust and estates team. The firm aims to provide a high standard of personal service to clients, including clarity and timeliness in all communication, and a co-operative and friendly work environment.

Ideally the position is full-time, although part-time will be considered. Our office hours are 9am to 5pm and the standard working week is 35 hours. Flexi-time is available, but always subject to client requirements. A degree of home-working is possible when the nature of the work permits.

Working directly with the trust partner and manager, you will be responsible for a portfolio of trust clients which have a variety of assets including property, private company shares and investment portfolios. The role also involves administering estates including gathering details of assets and liabilities, the preparation of estate accounts, collecting in assets and making distributions to beneficiaries, as well as tax computations.

Duties

Preparing annual trust and estate accounts on a bespoke basis from templates. Completing and submitting annual tax returns using CCH software. Completing Inheritance Tax returns and preparing associated calculations. General administration of trusts and estates. Liaising with clients and providing advisory services (in conjunction with the partner or manager when appropriate). Liaising with HMRC, solicitors, banks and stockbrokers. Maintaining reporting on FATCA, CRS, HMRC Trust & Estates registers, etc. Exchanging information and working with other departments within the firm as necessary.

Requirements

Formal qualifications will be an asset, but not essential, as proven relevant experience of and and an affinity with the role are important. Strong knowledge of trust and estate accounts and related tax matters. A good working knowledge of Excel and to some extent Word is essential, as is of course numeracy, literacy and communication skills. Excellent attention to detail and accuracy. Strong organisational skills with the ability to manage multiple tasks effectively. An interest in contributing to improvement of the firm's internal processes.
There is an opportunity for progression to a more senior management and/or advisory or partner position, once you are established in this role.

If you are intrigued to find out more and have an aspiration to take on this role, please make contact and provide details of you and your work experience to date.

Job Types: Full-time, Part-time

Pay: 36,000.00-50,000.00 per year

Expected hours: 25 - 35 per week

Benefits:

Company pension Flexitime Free parking
Schedule:

Monday to Friday
Experience:

trust accounting and tax: 3 years (required)
Work Location: In person

Reference ID: Trust accountant