Trust Assistant

London (City of), London (Greater)
Up to £28,000 per annum plus study support
17 Oct 2016
24 Oct 2016
Job Title
Legal Finance
Contract Type
Full Time

Our client is a partner firm of chartered accountants and business advisers with around 200 staff, delivering a wide range of specialist services from a single location in central London. 

They are seeking to recruit Trust Assistant to join their team, on a full-time permanent basis. The role will be responsible for assisting with the accounting, tax and administration of a portfolio of clients. The candidate will need to show willingness to work as part of a team and be able to meet deadlines. 

In addition, to a great benefits package and on the job training, opportunity will be given to study for professional examinations.


Assisting with the management of a portfolio of trusts and estate clients to ensure that agreed timetables are being adhered to.

Maintaining computerised accounting records for UK trust and estates.

Assisting with client and professional correspondence (written and telephone) e.g. HMRC, brokers, banks and lawyers ensuring highest professional standards are met.
Preparing management accounts for clients when required.

Preparing cheques for charities and trusts. Preparing and submitting annual return for charities.

Preparing annual trust and estate accounts. Assisting with the computation of taxes for all types of trust and estates including income tax, inheritance tax and capital gains tax.

Assisting with the Independent Examination of Charities.

Completing and submitting income tax and inheritance tax returns.

Preparing and sending bills, including monitoring the settlement thereafter.

Candidate Profile

The successful candidate will preferably have experience in a professional services or partnership environment in a similar role. 

A good level of IT skills is required and excellent communications skills essential, being able to communicate with all levels externally and internally.

Important Notice

For our application policy please view Career Legal's company information page on this website. Career Legal is a Recruitment Agency and is advertising this vacancy on behalf of one of its Clients.