Private Client Professional
17 hours ago
Job Overview
Wedlake Bell LLP is a Top 100 law firm offering full services across Private Client, Real Estate, Business Services, and Disputes. We are recruiting an Assistant Trust and Estate Manager to join our close-knit team in London.
Responsibilities:
- Administering client trusts and estates, ensuring compliance with regulations and client instructions;
- Preparing annual trust accounts, tax returns, and other related documents;
- Managing and collating financial information for trusts;
- Preparation of estate accounts, tax returns, and other associated tasks;
- Tax returns for deceased individuals and UK residential property CGT returns;
Requirements:
- Background in trust and estate administration;
- Experience in annual accounts and tax return preparation;
- Qualification or studying for STEP membership and/or professional accountancy qualifications;
- Proficiency in IT skills, including Word, Excel, Trust Accounts, and CCH Central;
- Ability to manage workload with minimal supervision;
Package and Perks:
This role comes with a salary of £40,000-£55,000, plus excellent benefits, including a comprehensive pension plan, generous holiday allowance, and opportunities for bonuses and career growth.
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