We are looking for an experienced, detail‑oriented Bookkeeper to join a busy Trust & Tax team, with a focus on estate and trust account management.
This position plays a key role in supporting the client accounting needs of a varied portfolio and ensuring the company consistently deliver a high standard of service.
You will have hands-on involvement in all aspects of client accounting, contributing directly to the smooth and accurate financial management of clients' affairs.
Key Responsibilities
Prepare and maintain accurate estate accounts from initial instruction through to final distribution
Manage trust accounting records including settlements, variations and ongoing trust administration
Record all estate and trust transactions including assets, liabilities, income and expenses
Prepare interim and final estate accounts for beneficiaries and executors
Produce annual trust accounts and income distribution statements for trustees and beneficiaries
Liaise with executors, trustees, beneficiaries and HMRC regarding estate and trust matters
Ensure compliance with probate accounting standards, trust law and regulatory requirements
Assist with inheritance tax calculations, trust tax returns and ongoing tax compliance
Maintain organised records and documentation for all estate and trust filesRequired Skills & Experience
Proven bookkeeping experience, preferably in legal, estate or trust administration
Strong numerical accuracy and attention to detail
Knowledge of double-entry bookkeeping principles
Knowledge of UK Inheritance, Income and Capital Gains Tax
Proficiency in MS Office and accounting software
Understanding of probate, trust administration and trust taxation (desirable)
Excellent organisational and time management skills
Strong team playing skills
Ability to handle sensitive information with discretionLocation:
Bury St Edmunds
Hours:
Full or part-time hours considered - core office hours are 9am to 5pm. Flexible working hours can be discussed.
Salary:
Negotiable
Benefits:
Extensive benefits on offer including Life Assurance, Health Insurance, Health Cash Plan, Enhanced Maternity & Sickness Pay, qualification support, Industry-leading Paid Time Off policy and more!
EA First Ltd are acting as an Employment Agency for this permanent vacancy