At a Glance
- Tasks: Maintain accurate bookkeeping records and prepare annual trust and estate accounts.
- Company: Join a well-established law firm with a specialist Trust & Tax Management team.
- Benefits: Enjoy hybrid working arrangements and ongoing professional development support.
- Other info: The position supports a varied portfolio of trust, estate, tax, and private client matters.
- Why this job: This role offers the chance to work in a highly regarded Estates, Tax & Succession environment.
- Qualifications: Proven bookkeeping experience, ideally within trust accounting or legal services is required.
The predicted salary is between 35000 - 45000 £ per year.
We are seeking an experienced and proactive Bookkeeper to join a specialist Trust & Tax Management team within a well-established law firm. This is an excellent opportunity for a bookkeeping professional with strong accounting and compliance skills to work within a highly regarded Estates, Tax & Succession environment, supporting a varied portfolio of trust, estate, tax and private client matters.
Key Responsibilities
- Maintain accurate bookkeeping records for a portfolio of trust, estate and tax clients, including charities.
- Prepare and reconcile annual trust and estate accounts in line with accounting standards.
- Support the preparation of financial information for trust income tax, capital gains tax and inheritance tax.
- Prepare financial schedules and supporting data for tax compliance and HMRC filings.
- Liaise with trustees, beneficiaries, investment managers, HMRC, regarding financial and bookkeeping queries.
- Maintain organised financial records, ensuring compliance with regulatory requirements and firm policies.
- Assist with trust cashflow management, including payments, receipts, and distributions.
- Contribute to wider compliance, reporting and administrative projects across the team.
- Produce ad hoc financial reporting and analysis to support decision-making.
About You
- Proven bookkeeping experience, ideally within trust accounting, private client, trusts & estates, legal or professional services.
- Strong understanding of bookkeeping principles and financial reconciliations.
- Experience preparing annual accounts and financial reports.
- Confidence using accounting software and Microsoft Excel.
- Excellent organisational skills with strong attention to detail.
- Strong communication skills and the ability to work with clients and professional advisers.
- The ability to manage multiple priorities independently while collaborating effectively within a team.
What's on Offer
- Hybrid and flexible working arrangements.
- Opportunity to join a specialist Trust & Tax Management team.
- Ongoing professional development and training support.
- Collaborative, supportive and expert‑led working environment.
We are committed to fostering a diverse and inclusive environment in line with the Equality Act 2010. All qualified applicants will be considered regardless of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, or sexual orientation.
Trust & Tax Bookkeeper in Wells employer: New Appointments Group
This law firm offers a collaborative and expert-led working environment in a specialist Trust & Tax Management team. Located in a flexible working setting, they provide ongoing professional development and training support. They are committed to diversity and inclusion in line with the Equality Act 2010.
