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 our 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.
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