Senior Trust Accountant

Senior Trust Accountant

Edinburgh | Hybrid Working | Competitive Salary & Benefits  

About the Employer  

We are delighted to be supporting a highly regarded professional services firm to recruit a Senior Trust Accountant to join their established Tax & Succession team.

The firm advises high-net-worth individuals, entrepreneurs, families, trustees, charities and philanthropic organisations on a wide range of legal, financial and succession planning matters.

With a reputation built on expertise and exceptional client service, this firm offers a collaborative and supportive working environment where employees are encouraged to develop their expertise and progress their careers. 

The Opportunity  

This is an exciting opportunity for an experienced Trust Accountant to join a specialist team with responsibility for preparing and coordinating accounts for trusts, executries and charitable entities.

The role offers significant scope for development and would suit an individual looking to take the next step in their career. Previous supervisory experience would be advantageous, however candidates with strong technical expertise and an ambition to lead and develop a team will also be considered. Working closely with legal, tax and external advisory professionals, you will play an important role in delivering high-quality accounting services while identifying opportunities to improve efficiency and support the ongoing development of trust and charity administration processes. 

Key Responsibilities

• Prepare and coordinate trust, executry and charity accounts from inception through to completion.
• Audit, review, edit and compare trust accounts, ensuring accuracy and compliance throughout the accounting process.
• Determine and reconcile opening balances using previous accounting records and supporting documentation.
• Collate financial information from a variety of sources to facilitate the preparation and completion of periodic accounts.
• Reconcile trust cash accounting records and investment registers as part of the accounting process.
• Liaise with tax specialists to establish tax retentions and reconcile trust tax positions where required.
• Work closely with legal teams, investment managers and external professional advisers regarding periodic accounting requirements.
• Support the administration of trusts, charities and related client structures where appropriate.
• Identify opportunities to streamline accounting, reporting and administration processes through the effective use of business systems.
• Provide guidance and support to junior team members and contribute to the future development of the Trust Accounts function.
• Maintain the highest standards of confidentiality when handling sensitive client and financial information.
• Ensure all work is delivered efficiently, accurately and in a cost-effective manner.

Candidate Profile Essential Skills & Experience

• Strong accounting experience with a particular focus on trusts and executries.
• Experience preparing accounts from initial information gathering through to finalisation.
• Excellent attention to detail and a high level of accuracy when working with complex financial information.
• Strong analytical and reconciliation skills.
• Ability to work independently with minimal supervision while managing multiple priorities.
• Excellent verbal and written communication skills with the ability to build effective working relationships.
• Strong organisational and time management skills.
• Proficiency in Microsoft Office applications, particularly Excel.
• Commercial awareness with an understanding of delivering efficient and cost-effective client service.
• Commitment to maintaining confidentiality and professionalism at all times.

Desirable

• Previous supervisory or team leadership experience.
• Experience working within a legal, accounting or wider professional services environment.
• Knowledge of charitable trust accounting and charity administration.
• Experience working closely with legal, tax or wealth management professionals.
• A continuous improvement mindset with an interest in process enhancement and systems development.

What’s on Offer

• Competitive salary commensurate with experience.
• Hybrid working arrangement following completion of initial training and onboarding.
• Opportunity to take a leading role within a specialist trust accounting function.
• Ongoing training and professional development opportunities.
• Supportive and collaborative working environment.
• Exposure to a diverse portfolio of private client, trust, executry and charitable work.
• Long-term career progression opportunities within a highly respected professional services organisation.
• Comprehensive benefits package.

Next Steps  

To learn more about this opportunity, please submit your application or contact our team on 0131 376 3376.

Due to the high volume of applications we receive, only shortlisted candidates will be contacted. If you have not heard from us within 5 working days of submitting your application, please assume that your application has not been successful on this occasion.

Cross Resourcing is committed to promoting equality, diversity and inclusion in the workplace. We welcome applications from all suitably qualified individuals, regardless of gender, race, disability, sexual orientation, religion or belief, age, or any other protected characteristic.