Trust and Probate Accounts Specialist
About the job
Join #TeamDA as a Trust and Probate Accounts Specialist, where you will play a vital role in delivering a compliant, client-friendly trust and probate service. This job is all about supporting people during some of life’s most sensitive moments, combining technical accounting skills with professionalism and empathy. The team values collaboration and strives to make a meaningful difference to clients and their families while maintaining a high standard of care.
You'll be responsible for
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Preparing accurate trust and estate accounts
Support trustees, executors, and families by preparing accurate trust and estate accounts and maintaining clear financial records throughout the administration process.📈
Monitoring financial activities
Monitor income, expenditure, investments, and capital movements while supporting trustees with their compliance responsibilities.🤝
Collaborating with the Tax team
Work closely with the Tax team to ensure trust-related tax planning, reliefs, and reporting requirements are appropriately addressed.What we're looking for
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Accounting standards knowledge
Experience preparing annual trust accounts in compliance with accounting standards.View
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Trust and estate account preparation
Demonstrated experience preparing accurate trust and estate accounts.View
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Tax planning and compliance
Proven background in trust-related tax planning and reporting requirements.View
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