Trusts Senior Associate

Are you fully qualified, looking to elevate your career?

The client is a leading firm in central London. They work with a variety of clients ranging from entrepreneurs to charities and not for profit organisations. The client is looking to grow their team through recruiting a Trusts Senior Associate.

• Oversee a portfolio of trust and estate clients, ensuring deadlines and reporting schedules are consistently met.
• Maintain accurate and up-to-date computerised accounting records for UK-based trusts and estates.
• Manage all client and third-party communications (written and verbal), including with HMRC, brokers, banks, and legal professionals, upholding the highest professional standards.
• Prepare management accounts for trust and estate clients as needed.
• Process payments and issue cheques on behalf of trusts and charitable organisations

• ACCA, ACA, STEP or CTA full qualification
• Strong knowledge of UK trust and charity taxation, including offshore trust structures.
• Effectively plans and tracks tasks, monitoring budgets and deadlines, and proactively updating managers and clients on progress where necessary.
• Experience in a professional services or partnership environment in a comparable role is highly desirable.

• Award-winning working environment
• Opportunities for career development

Are you looking for the next step to grow their career? If so, apply here now.

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.