Trusts and Estates Accounts Specialist

3 weeks ago


Bournemouth, Bournemouth, United Kingdom Law Staff Ltd Full time

Advance Your Career within a distinguished legal practice that is in search of an experienced Trusts and Estates Accounts Specialist to enhance the Private Client Division.

This position offers a unique combination of professional growth and personal satisfaction, all within a nurturing and community-focused atmosphere.

Key Responsibilities:

  • Engage deeply with the complex realm of private client affairs, concentrating on trusts, probate, estates, and individual taxation.
  • Maintain a non-client facing role that requires a detail-oriented mindset in accountancy, playing a crucial part in the department's financial success and overseeing personal financial objectives.

Candidate Profile:

The ideal applicant will hold a relevant professional accountancy qualification and preferably be accredited by the Association of Taxation Technicians (ATT) or as a Chartered Tax Advisor (CTA). A minimum of 8 years' experience in trusts and estates accounting within a legal context is required. Familiarity with legal sector case management systems, especially VF, is highly advantageous.

Company Culture:

This firm is committed to exceptional client service and community involvement. The supportive and ambitious team values a healthy work-life balance, reflecting the firm's recognition of the importance of family.

Award-Winning Environment:

With numerous accolades, including recognition in prestigious awards, the firm's accomplishments are a testament to its excellence.

Joining this firm means becoming part of a celebrated team that prioritizes career advancement and offers engaging work. Benefits include hybrid working arrangements, pension plans, and health insurance, along with a structured career development pathway.

This is an opportunity to flourish in a dynamic, award-winning firm where your expertise will be appreciated and your professional development supported.



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