Back
Metro location, broad/generalist accounting role, junior-to-mid experience band and common title increase candidate competition.
UK trust and HMRC-specific taxation/accounting requirements make cross-industry transitions less transferable.
Explicit experience band and professional qualifications (CA/CPA/ACCA/CFA) create moderate shortlisting rigidity.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Manage accounting entries and annual accounts preparation for UK trusts and family offices.
Handle income distributions, bank reconciliations, investment and broker reconciliations, and tax return preparation for UK trusts.
Calculate trustee fees, prepare billing schedules, manage regulatory filings with HMRC, and ensure timely completion of deliverables.
CA / CPA / ACCA / MBA (Finance/Banking), CFA, or equivalent professional qualification in Accounting, Finance, Taxation, or Banking.
0 to 5 years of experience in Accounting, Financial Reporting, Reconciliation, Taxation, Audit, Banking Operations, or Financial Services.
Proficiency in Microsoft Excel and MS Office.
Work Experience Required: 0-5 years.
Has strong accounting and reconciliation knowledge, with a good understanding of financial statements and accounting principles related to UK trusts and family offices.
Experienced in managing multiple tasks and deadlines, with effective verbal and written communication skills.
Able to contribute to process improvement initiatives and operational efficiency projects in a global financial services environment.