Junior Tax and Trust Accountant

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers with over 109bn
* in assets under management and 20 offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel and we’re growing.

* As of June 2025

Entry level role – meeting Trust Compliance requirements.

• To bookkeep clients records when requested to the time frames explained.
• To assist with the preparation of all types of Trust accounts.
• Preparation of Trust tax returns and supporting Income Tax and Capital Gains schedules.
• Consideration of regulatory requirements relating to Beneficiaries including preparation of tax certificates for inclusion with their personal affairs.
• To assist with making July and January tax payments for clients.
• To assist with the production of charity accounts and returns in accordance with FRS
  102 and the Charities Act 2011.
• To prepare computations and appropriate working papers for each Trust.
• Taking responsibility for the allocated portfolio of Trust clients.
• Effectively working with line management and client managers to meet client and regulatory deadlines.
• To prepare ad hoc reconciliations and schedules as and when required.
• Undertake quality checks on all work produced to maintain high standards and contribute to the business delivering an exceptional level of service.

If you meet some of these criteria and are excited about the role we encourage you to apply.

• Knowledge of Trust structures desirable though not essential.
• Experience in the preparation and completion of Trusts accounts and tax returns is desirable though not essential.
• Good knowledge and ability to use Microsoft office tools.
• Personable and helpful; ability to work within a team.
• Highly organised and driven to succeed.
• Understanding the importance of demonstrating excellent communication skills with respectful openness and honesty to achieve professional outcomes.
• Degree or equivalent in a relevant subject.
• Some experience or training in accountancy or tax is desirable though not essential.
• Ability and willingness to undertake ongoing study.

We want everyone at Rathbones to fulfil their potential in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package which we review regularly and benefits include:

• A company pension – 9% non‑contributory or 10% if you contribute 5%.
• Private medical insurance – Individual on joining, family after 1 year service.
• Life assurance – 8× salary.
• Income protection – 75 % salary.
• Company share scheme.
• Discretionary bonus.
• Flexible holidays purchase up to 5 additional days.
• Green Car Scheme.
• Family‑friendly policies – enhanced family leave for parents & carers.
• Study support – study days and funding for courses and qualifications.
• Season travel ticket loans.
• Volunteering days.
• Gym discounts.
• Other voluntary benefits you can choose to suit you.

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people.

At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Level 2 Disability Confident Employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and…