Trust and Probate Accounts Specialist

Do you enjoy working with detail, structure and accuracy, while also supporting people during some of life’s most sensitive moments? If you are looking for a role where your technical accounting skills are valued just as much as your professionalism and empathy, we would love to hear from you.

As a Trust and Probate Accounts Specialist, you will join our supportive and knowledgeable Wills and Probate Team at David Allen, playing an important role in delivering a compliant, client-friendly trust and probate service, working closely with colleagues across Accounts, Tax and Financial Services to provide joined-up advice and a consistently high standard of care.

If you take pride in your work, enjoy collaborating with others and want to make a meaningful difference to clients and their families, whilst having a head for numbers, this may be your perfect role.

As a Trust and Probate Accounts Specialist, you will support trustees, executors and families by preparing accurate trust and estate accounts and maintaining clear financial records throughout the administration process.

Your role will include preparing annual trust accounts in line with accounting standards, monitoring income, expenditure, investments and capital movements, and supporting trustees with their compliance responsibilities. You will work closely with our Tax team to ensure trust-related tax planning, reliefs and reporting requirements are appropriately addressed. In this role, you will also prepare detailed estate accounts, assist with Inheritance Tax returns, liaise with HM Revenue & Customs where required, and support applications for Grants of Probate or Letters of Administration.

By combining strong technical skills with care, accuracy and professionalism, you will help deliver a trusted and supportive service to clients during important and often sensitive times.

Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and a great salary and package, as well as lots of opportunities to grow, develop and progress.

Great vision without great people is irrelevant, and our people really are the best. The best at what they do and the best at how they do it. And the great thing is, they keep striving to be even better! Our people, their skills and ambitions are as important to us as are our clients. We can’t deliver a great service without great people after all.

Please review the job description and person specification attached to understand our role and what we are looking for. If you think this sounds like the ideal job for you, then please send your CV along with a summary of why you are suitable for the role to  . We will consider applications for both full-time or part-time hours.

If you are applying from outside the region, please include details of your relocation plans.

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