Legal Accountant

Gleeson Recruitment Ltd; Nottingham; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading recruitment firm is seeking a qualified accountant for a law firm's Trusts & Wealth Management department in Nottingham. The role requires expertise in financial management of trusts and estates, catering to high-net-worth clients and ensuring compliance with legal requirements. Ideal candidates should possess strong communication, attention to detail, and relevant qualifications to handle sensitive financial matters effectively.

Qualifications

• Previous experience with trusts and estate accounts, ideally in a legal or professional services setting.
• Strong knowledge of tax considerations for trusts and private wealth clients.
• Empathetic approach with clients and ability to handle confidential information.

Responsibilities

• Prepare and manage annual trust and estate accounts.
• Ensure compliance with HMRC requirements, including Inheritance Tax and Trust Tax Returns.
• Collaborate with clients and other professionals for seamless service.

Skills

Attention to detail

Communication

Organisation

Education

ACA, ACCA or equivalent accountancy qualification

Tools

Accountancy software

Microsoft Office

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.

By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.