Junior Tax and Trust Accountant

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn of assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

Entry level role — meeting Trust Compliance requirements.

• Bookkeep clients' records when requested within the time frames explained.
• Assist with the preparation of all types of Trust accounts.
• Prepare Trust tax returns and supporting Income Tax and Capital Gains schedules.
• Consider regulatory requirements relating to Beneficiaries, including preparation of tax certificates for inclusion with their personal affairs.
• Assist with making July and January tax payments for clients.
• Assist with the production of charity accounts and returns in accordance with FRS
  102 and the Charities Act 2011.
• Prepare computations and appropriate working papers for each Trust.
• Take responsibility for the allocated portfolio of Trust clients.
• Effectively work with line management and client managers to meet client and regulatory deadlines.
• Prepare ad hoc reconciliations and schedules as required.
• Undertake quality checks on all work produced to maintain high standards and contribute to the business delivering an exceptional level of service.

• Knowledge of Trust structures desirable, though not essential.
• Experience in the preparation and completion of Trusts accounts and tax returns desirable, though not essential.
• Good knowledge and ability to use Microsoft Office tools.
• Personable and helpful; ability to work within a team.
• Highly organised and driven to succeed.
• Excellent communication skills, with respectful openness and honesty to achieve professional outcomes.
• Degree or equivalent in a relevant subject.
• Some experience or training in accountancy or tax desirable, though not essential.
• Willingness to undertake ongoing study.

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension – 9% non‑contributory or 10% if you contribute 5%.
• Private medical insurance – Individual on joining, family after 1 year’s service.
• Life assurance – 8 × salary.
• Company share scheme.
• Discretionary bonus.
• Flexible holidays – purchase up to 5 additional days.
• Green Car Scheme.
• Family‑friendly policies – enhanced family leave for parents & carers.
• Study support – study days and funding for courses and qualifications.
• Season travel ticket loans.
• Other voluntary benefits you can choose to suit you.

• Sports & Social Committees
  , such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
• The Next Gen IM Network
  , which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people.

At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We…