Trust and Estates Accountant (hybrid)

Location Cambridge
Discipline: Practice
Job type: Permanent
Salary: £50,000 to £69,000
Contact name: Jeanette Robinson
Contact email: camb@cavillrobinson.co.uk
Job ref: 1541011
Published: 5 months ago
There are accountancy practices that talk about supporting their people and then there are accountancy practices , which really do look after their people. This is one of them. Just look at everything they are offering you to make you feel part of their close knit team based in Cambridge:
  • Hybrid working (3 days in the office)
  • Discounted shopping, wellness and rewards via Perkbox
  • Gynmflex 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 contrbution 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
What a great list of benefits!

So, what do you need to do to get an interview and work there. This role will work alongside the Partners to manage a portfolio of clients to deliver an exceptional service for Trusts, Estates and HNWI's and their families. Specifically:
  • Managing a portfolio of clients ensuring that all relevant compliance deadlines for trusts and individuals (Income tax and IHT) are met.
  • Assisting partners and directors with advisory projects including setting up and closing trusts.
  • Attending client meetings as required.
  • Assisting with estate administration including preparation of probate application, estate accounts and IHT returns.
To gain an interview, you will be able to demonstrate the following:
  • Relevant experience gained within trust and probate professional services. Qualifications are not necessarily required, but CTA, STEP or SILEX will be considered a bonus.
  • Excellent knowledge and experience managing personal and trust compliance ( accounts, income tax returns and IHT returns.) TRS reporting, estate accounts and tax returns, and ideally probate work.
  • Experience in advising onshore trusts.
  • The ability and enthusiasm to train and develop team members.
If you feel this is you and you are excited by accounting for Trust and Estates, want career development and a firm that really cares about you,  then move quickly and send your CV to us today.