Accountant (FTC or Perm)



Private Client Services


Private Client Services

Job type:




Job title: Accountant
Department: Client Account, Private Client
Reporting to: Trust Manager
Job Level: 3 – 4 (depending on qualifications)
Role purpose: 
To provide accounting support to the Trust and Corporate department.
Core responsibilities:
  • Preparation of financial statements and working papers for Trust, Company’s LLP’s, LP’s, and Partnerships structures in accordance with FRSSE and FRS102 and within budgeted timeframes.
  • Provide assistance with bookkeeping
  • Undertake bookkeeping for complex transactions.
  • Review accounts in progress for identified queries and resolving the same.
Technical / Professional / Qualification Requirements:
  • Qualified Accounting Technician or part qualified accountant.
  • Evidence of Continuous Professional Development
  • Ability to work as part of a team and individually
  • Excellent interpersonal, time management, attention to detail and IT skills
  • Experience with Microgen desirable but not essential
  • Experience within a Trust and Corporate environment essential.
Person Specification / Competencies:
Client: Strong client focus, demonstrates drive and delivers a quality service.  Sets standards.
Company: Has a commercial outlook, follows procedures and is aware of risk, escalating appropriately.  Has an innovative approach to work considering solutions.  Spots opportunities to develop and enhance people and process.  Demonstrates an enthusiasm and aptitude for learning and sharing knowledge.
People: Works collaboratively and is a team player with strong communication skills.  Shares knowledge and experience in support of the business, its people and culture.