Home
Cambridge
Accountant
Trust and Estates Accountant hybrid

Trust and Estates Accountant hybrid

Cavill Robinson Financial Recruitment

Posted 15 days ago, valid for 10 days

Cambridge, Cambridgeshire CB2 8AG, England

£40,000 - £48,000 per annum

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The accountancy practice in Cambridge is seeking a candidate with relevant experience in trust and probate professional services to manage a portfolio of clients, particularly focusing on Trusts, Estates, and High Net Worth Individuals (HNWI).
The role offers a competitive salary, although the specific amount is not disclosed, alongside a comprehensive benefits package, including hybrid working, private medical insurance, and a pension scheme with employer contributions of 6%.
Candidates should have experience managing personal and trust compliance, including income tax and IHT returns, and ideally have experience in advising onshore trusts.
While formal qualifications such as CTA, STEP, or SILEX are advantageous, they are not required; however, the candidate must demonstrate the ability to train and develop team members.
The firm emphasizes a supportive work environment, with additional perks like paid volunteer days, discretionary bonuses, and a focus on employee well-being.

There are accountancy practices that talk about supporting their people and then there are accountancy practices , which really do look after their people. This is one of them. Just look at everything they are offering you to make you feel part of their close knit team based in Cambridge:

Hybrid working (3 days in the office)
Discounted shopping, wellness and rewards via Perkbox
Gynmflex where you can join a gym close to you
Private medical insurance
25 days' holiday PLUS 2 extra days over Christmas and a day off on your birthday
Holiday purchase scheme - you can purchase up to 5 extra days a year
Excellent pension scheme - after 6 months employer contrbution is 6% and 100% of employer NI savings go towards the employee pension pot
Discretionary bonus based on firm's performance
Staff lottery every month giving you the chance to win a £500 bonus
Paid volunteer days
e-car scheme
Dress for your Diary
Free parking
Death in service - equal to 4 times salary
Big summer and Christmas parties

What a great list of benefits! So, what do you need to do to get an interview and work there. This role will work alongside the Partners to manage a portfolio of clients to deliver an exceptional service for Trusts, Estates and HNWI's and their families. Specifically:

Managing a portfolio of clients ensuring that all relevant compliance deadlines for trusts and individuals (Income tax and IHT) are met.
Assisting partners and directors with advisory projects including setting up and closing trusts.
Attending client meetings as required.
Assisting with estate administration including preparation of probate application, estate accounts and IHT returns.

To gain an interview, you will be able to demonstrate the following:

Relevant experience gained within trust and probate professional services. Qualifications are not necessarily required, but CTA, STEP or SILEX will be considered a bonus.
Excellent knowledge and experience managing personal and trust compliance ( accounts, income tax returns and IHT returns.) TRS reporting, estate accounts and tax returns, and ideally probate work.
Experience in advising onshore trusts.
The ability and enthusiasm to train and develop team members.

If you feel this is you and you are excited by accounting for Trust and Estates, want career development and a firm that really cares about you, then move quickly and send your CV to us today.

Apply now in a few quick clicks

Trust and Estates Accountant hybrid

Financial Accountant

Financial Accountant

Management Accountant