We are delighted to be supporting our client, a leading firm within the legal and financial services sector, in recruiting a Trust Accountant to join their highly regarded Tax & Succession team.
This is a full-time, permanent position based in Edinburgh, with the opportunity for hybrid working following an initial onboarding period.
In this key role, you will be responsible for preparing and coordinating accounts for trusts, executries, and charities from start to finish, as well as providing support to legal teams in their administration.
What you'll do:
* Preparing and finalising a variety of trust accounts
* Auditing, editing, and comparing account information
* Establishing opening balances and sourcing required financial data
* Reconciling trust cash accounts and investment registers
* Collaborating with tax teams to ensure accurate tax reporting and retention reconciliation
* Liaising with legal and external partners including investment managers and advisors
* Supporting the administration of large trust and charity clients where required
What you'll need:
* Solid experience in Trusts and Executries
* Previous experience in a trust accounting or legal finance environment
* Excellent attention to detail and accuracy
* Strong organisational and communication skills
* Confidence in using Microsoft Office, especially Excel
* The ability to work independently and manage deadlines effectively
* A high level of discretion due to handling sensitive financial and client information
* A continuous improvement mindset with an interest in enhancing processes via business systems
Knowledge of charitable trust accounting is beneficial but not essential - training will be provided.
What you'll receive:
* Competitive benefits and salary
* Pension scheme
What's next?
Contact Chelsey for more info or to apply.
Equal Opportunities
Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion, belief, or age.
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