Estate Accounts Assistant (5648)

Join to apply for the Estate Accounts Assistant role at Irwin Mitchell. We’re a national law firm with a local reach. Our legal experts are here for you. Whether it’s personal or business, we understand that everyone’s situation is different. But we’re more than just a law firm – we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll feel a part of our friendly and inclusive environment. We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities. We’re always looking to support our colleagues to work in a way that works best for them and everyone else, including our clients, the business and the regulators.

Key Responsibilities

• Prepare interim and final estate accounts in line with STEP guidelines and internal standards
• Support senior fee earners in estate administration and compliance
• Complete SA900 tax returns, Estate Registrations, and 60-Day CGT returns
• Calculate and report income tax, capital gains tax, and inheritance tax liabilities
• Prepare R185 Tax Deduction Certificates for residual beneficiaries
• Liaise with HMRC, investment managers, and internal teams to ensure smooth communication and documentation
• Stay up to date with relevant tax legislation and regulatory changes
• Manage sensitive financial data with professionalism and discretion
• Use Microsoft Word, Excel, and case management systems for accurate data handling
• Contribute to business development and participate in training and development activities

About You

• Proficiency in Microsoft Office, especially Word and Excel
• Experience with case management systems
• Strong attention to detail and accuracy
• Understanding of estate and trust accounting principles
• Proven experience in preparing tax returns and handling income tax, CGT, and IHT compliance

Why Join Us?

You’ll be part of a collaborative and professional team, working on complex and rewarding estate matters. We offer opportunities for growth, ongoing training, and the chance to make a meaningful impact in a respected area of financial services.

• 25 days holidays as standard plus bank holidays – you can ‘buy’ up to 35 hrs of extra holiday
• Generous and flexible pension schemes
• Volunteering days – two days of volunteering every year for a cause of your choice (fully paid)
• Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements. We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim. Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

As part of the Irwin Mitchell Group’s onboarding process, all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity, therefore protecting the interests of the Group, colleagues, clients, partners and other stakeholders. We carry out pre-employment screening to establish your eligibility to work in the UK, criminal record and financial checks with our trusted 3rd parties. The employment screening process will fully comply with Data Protection and other applicable laws. Irwin Mitchell LLP is an equal opportunity employer.