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Job Title: Graduate / Trainee Trust Accountant
Location: Edinburgh, Permanent
Salary: Dependent on Experience
Overview:
A well-established professional services organisation is looking to appoint a Graduate / Trainee Trust Accountant to join its in-house Trust, Executry and Charity Accounting team, which supports a broader private client and tax-focused function.
This role is ideal for a recent graduate or someone with up to 1–2 years’ experience in accounting or finance who is keen to develop specialist expertise in trust, executry and charity accounting. Full training will be provided.
Key Responsibilities:
Supporting the preparation of accounts for trusts, executries and charitable entities under the guidance of senior team members
Assisting with periodic accounting work from initial set-up through to completion
Helping prepare trust accounts across a range of structures, including life interest, discretionary, bare and multi-fund trusts
Assisting with reconciliations of trust cash accounts and asset registers
Supporting liaison with internal or external tax advisers regarding tax retentions and trust tax positions
Assisting with executry accounting work, ranging from straightforward to more complex estates as experience develops
Working closely with internal legal, tax and accounting teams, as well as external advisers and investment managers
Maintaining high standards of accuracy, organisation and confidentiality when handling sensitive financial information
Accurately recording time and supporting delivery of work within agreed deadlinesAs experience and confidence grow, the role will gradually offer:
Greater ownership of accounting tasks
Exposure to more complex trust and executry work
Opportunities to contribute to process improvements and efficiency initiativesPerson Specification:
Essential:
Degree in Accounting, Finance or a related discipline or up to 1–2 years’ relevant experience
Strong numerical skills and attention to detail
Well-organised with the ability to manage tasks and deadlines effectively
Clear and professional written and verbal communication skills
Good working knowledge of Microsoft Office, particularly Excel
Professional approach to confidentiality and data handlingDesirable:
Any exposure to trust, executry, legal or professional services accounting
Experience in a professional services or client-facing environment
Interest in developing a long-term career in specialist or private client accounting
Willingness to undertake relevant professional or specialist trainingTraining & Development:
Structured onboarding and full training in trust, executry and charity accounting
Support for specialist courses and professional development
Ongoing mentoring within an experienced, collaborative team
Clear progression as skills and experience develop
Please send your CV to Rosie Hutcheon, or call (phone number removed) via the ‘Apply Now’ option to be considered for the role