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Trust & tax bookkeeper

Wells
Permanent
New Appointments
Accountant
Posted: 8 June
Offer description

Trust & Tax Bookkeeper Hybrid | Flexible Working | Specialist Legal Environment We are seeking an experienced and proactive Bookkeeper to join a specialist Trust & Tax Management team within a well-established law firm. This is an excellent opportunity for a bookkeeping professional with strong accounting and compliance skills to work within a highly regarded Estates, Tax & Succession environment, supporting a varied portfolio of trust, estate, tax and private client matters. Key Responsibilities: Maintain accurate bookkeeping records for a portfolio of trust, estate and tax clients, including charities. Prepare and reconcile annual trust and estate accounts in line with accounting standards. Support the preparation of financial information for trust income tax, capital gains tax and inheritance tax. Prepare financial schedules and supporting data for tax compliance and HMRC filings. Liaise with trustees, beneficiaries, investment managers, HMRC, regarding financial and bookkeeping queries. Maintain organised financial records, ensuring compliance with regulatory requirements and firm policies. Assist with trust cashflow management, including payments, receipts and distributions. Contribute to wider compliance, reporting and administrative projects across the team. Produce ad hoc financial reporting and analysis to support decision-making.About You: Proven bookkeeping experience, ideally within trust accounting, private cli...

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