Trust and Probate Accounts Specialist
About the job
As a Trust and Probate Accounts Specialist, you will play a vital role in supporting clients during some of life’s most sensitive moments. Your technical accounting skills will be valued alongside your professionalism and empathy, as you work closely with a knowledgeable team to deliver a compliant and client-friendly service. Collaboration and attention to detail are key as you help clients navigate their financial responsibilities.
You'll be responsible for
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Preparing annual trust accounts
Creating annual trust accounts in line with accounting standards and regulations.📈
Monitoring financial activities
Keeping track of income, expenditure, investments, and capital movements for trusts.✅
Assisting with compliance
Supporting trustees with their compliance responsibilities and preparing detailed estate accounts.Key criteria
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Accounting standards knowledge
Experience preparing annual trust accounts in compliance with accounting standards.View
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Estate account preparation experience
Demonstrated experience preparing detailed estate accounts and Inheritance Tax returns.View
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Client support skills
Proven ability to support trustees and families during sensitive financial processes.View
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