Legal Accountant

Gleeson Recruitment Group; Nottingham; On-site; GBP 40,000 - 55,000; Full time

Job summary

An established firm seeks a qualified accountant to join their Trusts & Wealth Management department in Nottingham City Centre. The role focuses on providing financial expertise in the complex administration of trusts and estates, requiring a strong accounting background and excellent client communication skills.

Qualifications

• Qualified accountant with ACA, ACCA or equivalent.
• Experience with trusts and estate accounts.
• Strong knowledge of tax considerations affecting trusts.

Responsibilities

• Prepare and manage annual trust and estate accounts.
• Handle financial administration of trusts and estates.
• Ensure compliance with HMRC tax requirements.

Skills

Attention to Detail

Communication

Organisation

Education

ACA, ACCA or equivalent accountancy qualification

Tools

Microsoft Excel

Accounting Software

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 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.

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.

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