Trust & Tax Bookkeeper

Trust & Tax Bookkeeper focuses on maintaining accurate bookkeeping records for a portfolio of trust, estate and tax clients, including charities.

What the role involves

• Maintaining accurate bookkeeping records for a portfolio of trust, estate and tax clients, including charities.
• Preparing and reconcile annual trust and estate accounts in line with accounting standards.
• Supporting the preparation of financial information for trust income tax, capital gains tax and inheritance tax.
• Preparing financial schedules and supporting data for tax compliance and HMRC filings.
• Liaise with trustees, beneficiaries, investment managers, HMRC, regarding financial and bookkeeping queries.
• Maintaining organised financial records, ensuring compliance with regulatory requirements and firm policies.

Confirmed role details

• We are seeking an experienced and proactive Bookkeeper to join a specialist Trust & Tax Management team within a well-established law firm.
• Collaborative, supportive and expert-led working environment.

Candidate fit

• Oriented bookkeeping professional looking to build your career within a specialist trust, tax and private client setting, we would love to hear from you.