Job Description
Gleeson recruitment are working with a firm in Nottingham that are looking for a qualified and experienced accountant to join their law firm’s Trusts & Wealth Management department, based in Nottingham City Centre. This specialist role involves providing financial expertise in the administration of trusts, estates (post-death), and matters relating to Powers of Attorney.
You will work closely with their Private Client team, delivering high-quality financial support and advice for high-net-worth individuals, families, and estates, often during sensitive and complex circumstances.
Key Responsibilities
* Prepare and manage annual trust and estate accounts.
* Handle the financial administration and reporting of trusts, estates (including post-death matters), and matters under Lasting Powers of Attorney (LPA).
* Liaise with solicitors, beneficiaries, executors, and external financial institutions.
* Ensure compliance with HMRC requirements, including Inheritance Tax (IHT), Income Tax, Capital Gains Tax (CGT), and Trust Tax Returns.
* Monitor trust income and distributions, ensuring correct allocations to beneficiaries.
* Support the financial planning aspects of estate administration.
* Maintain accurate and up-to-date records in accordance with legal, tax, and internal requirements.
* Collaborate with solicitors and other professionals to provide a seamless service to clients.
Person Specification
* ACA, ACCA or equivalent accountancy qualification.
* Previous experience working with trusts and estate accounts – ideally within a legal, accountancy, or professional services environment.
* Strong working knowledge of tax considerations affecting trusts, estates, and private wealth clients.
* Proficiency in accounting software and Microsoft Office (particularly Excel).
* Excellent attention to detail, organisation, and communication skills.
* A professional, empathetic approach when dealing with clients and sensitive situations.
* Able to handle confidential information with discretion and integrity.