Estate & Trust Accountant

  • Location

    Sheffield, South Yorkshire

  • Sector:

    Accountancy & Finance

  • Job type:


  • Salary:

    Up to £40000 per annum + great benefits

  • Contact:

    Faith Collins

  • Contact email:


  • Job ref:


  • Published:

    about 1 year ago

  • Expiry date:


  • Consultant:


Sewell Wallis are working with an established company in Sheffield with a growing, wide range of clients. They are seeking an Estates and Trusts Accountant to be responsible for:

The role;
- The preparation of estate accounts
- Assisting with the completion of IHT400's
- Estate tax compliance including the registration of estates and completion of estate tax returns
- The administration of a range of different types of trusts with varying assets
- The preparation of Trust accounts
- Trust tax compliance including the registration of trusts and completion of trust tax returns
-Dealing with International reporting requirements on behalf of trustees such as FATCA and CRS
- Maintenance of tax and trust documents
- Assisting with general estate and trust tax queries including income tax, capital gains tax and IHT

The person;
- Experience of working on estate and trust matters
- Sound knowledge of income tax, capital gains and inheritance tax
- Experience with computing software associated with accounts and tax return preparation
- An ability to work independently and proactively
- Excellent written and verbal communication

The benefits;
- 33 days holiday which includes 8 Bank Holidays in a full holiday year (1 May to 30 April)
- Birthday as a holiday
- An extra days' holiday after every five years' service (uncapped) together with a monetary award (capped at 25 years' service)
- Pension Auto enrolment - Pay in 5% into your pension and firm will match your percentage - new starters auto- enrolled after three months service but can "opt in" sooner.
- Salary Sacrifice Scheme
- Death in service insurance of three times annual salary from the first day of employment