Trust Accounts Specialist
Location: Fully Remote (UK-based)
Salary: Up to £45,000 (DOE)
Working Arrangement: Remote with flexible full-time hours
About the Role
Are you a detail-oriented finance professional with a passion for Trusts and Tax? An exciting opportunity has arisen for a Trust Accounts Specialist to join a highly regarded Private Client team within a forward-thinking law firm. This is a remote position offering excellent flexibility and the chance to work within a collaborative, experienced team delivering expert advice across a varied portfolio.
In this role, you'll play a key part in the preparation and oversight of trust and estate accounts, while liaising with trustees and other professionals to ensure high-quality service and compliance with all relevant tax obligations.
Key Responsibilities:
- Prepare annual Trust Accounts and associated Trust Tax Returns
- Complete personal and estate Self-Assessment Tax Returns
- Report Capital Gains Tax and prepare Inheritance Tax documentation
- Provide guidance to trustees and internal teams on accounting and tax matters
- Maintain accurate financial records using industry-standard software
What We're Looking For:
- ATT and/or TEP qualified (essential)
- Experience with trusts, estates, and charitable structures
- Proficient in Microsoft Excel; knowledge of Digita or Troika WealthWorks is an advantage
- A proactive mindset and the ability to work independently
- High attention to detail and strong organisational skills
What's on Offer:
- Competitive salary of up to £45,000, depending on experience
- Flexible working hours in a fully remote role
- Supportive and experienced team environment
- Strong focus on work-life balance and personal development
This role offers a fantastic opportunity for someone looking to take ownership of their work in a trusted and respected private client setting, with the flexibility to work from anywhere in the UK.
For a confidential discussion on this role, please contact James at TSR Legal directly on #removed# or in complete confidence.
