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- Tasks: Join our team to manage trust and estate accounts while providing financial expertise.
- Company: Gleeson Recruitment is a leading firm in Nottingham, specialising in legal and financial services.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth and inclusivity.
- Why this job: Make a real impact by helping high-net-worth clients navigate sensitive financial matters.
- Qualifications: You need an ACA, ACCA or equivalent qualification and experience with trusts and estates.
- Other info: We value diversity and are committed to being a disability confident employer.
The predicted salary is between 36000 - 60000 £ per year.
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.
- 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.
Legal Accountant employer: Gleeson Recruitment Ltd
Contact Detail:
Gleeson Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Accountant
✨Tip Number 1
Network with professionals in the legal and accountancy sectors. Attend industry events or join relevant online forums to connect with individuals who may have insights into the role or the firm. Building relationships can often lead to referrals or insider information about job openings.
✨Tip Number 2
Familiarise yourself with the specific financial regulations and tax implications related to trusts and estates. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to understanding the complexities of the role.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle sensitive client situations. Think of examples from your past experience where you successfully managed complex financial matters, showcasing your empathy and professionalism.
✨Tip Number 4
Research the firm’s values and recent projects they’ve undertaken in the Trusts & Wealth Management department. Tailoring your conversation to align with their mission and demonstrating your enthusiasm for their work can make a lasting impression during the interview process.
We think you need these skills to ace Legal Accountant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Legal Accountant. Familiarise yourself with the specific tasks mentioned in the job description, such as managing trust and estate accounts and liaising with solicitors.
Tailor Your CV: Customise your CV to highlight relevant experience in trusts and estates, particularly within a legal or professional services environment. Emphasise your qualifications (ACA, ACCA) and any specific software skills that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the sensitive nature of the role. Mention your empathy and professionalism when dealing with clients, and provide examples of how you've successfully managed similar responsibilities in the past.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented clearly. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Gleeson Recruitment Ltd
✨Know Your Numbers
As a Legal Accountant, you'll need to demonstrate your proficiency with financial figures. Brush up on key accounting principles and be prepared to discuss your experience with trust and estate accounts, as well as relevant tax considerations.
✨Showcase Your Soft Skills
This role requires a professional and empathetic approach, especially when dealing with sensitive situations. Be ready to share examples of how you've successfully navigated complex client interactions in the past.
✨Familiarise Yourself with Relevant Legislation
Understanding HMRC requirements is crucial for this position. Make sure you can talk about Inheritance Tax, Income Tax, and Capital Gains Tax, and how they apply to trusts and estates during your interview.
✨Prepare Questions for Your Interviewers
Engage with your interviewers by preparing thoughtful questions about the firm’s Trusts & Wealth Management department. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
