Legal Accountant

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.

• 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.

• 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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