Saturday 16 November 2019
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Trust Accounts Officer

Accountancy, Client, Trust, Accounting, Enquire


Hours:Full Time

Full Description

New opportunity for an Accounts Officer to join the private client services team within an award-winning provider of fund, corporate and private wealth services. The successful candidate will join the designated administration team and be responsible for the day-to-day bookkeeping and accounts preparation for this new newly created client facing role.

If you are an enthusiastic, diligent and well organised candidate, this could be the ideal role for you.

Responsibilities will include:

  • Responsibility for the bookkeeping and preparation of accounts for a PTC structure, comprising of trusts and companies (mainly BVI and USA)
  • Bookkeeping and monthly/quarterly reporting and annual accounts
  • Preparing/reviewing ad hoc reports such as cash flow forecasts and budgets
  • Managing client relationships, providing quality and responsive service to clients
  • Liaising with third parties such as client advisers, accountants, and tax agents in both the UK and USA

Experience and skills required:

  • Strong bookkeeping knowledge and experience
  • Experience in preparing financial statements for trusts and BVI companies owning UK real estate
  • Competence in written and verbal communication
  • High level accuracy is required
  • Ideally, part qualified (ACCA) or CAT qualified or working towards a professional qualification

If youd like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

For more information please visit

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