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Trusts & Tax Accounts Executive - Private Client

3 months ago

Dorset Dorset, South West England, United Kingdom QED Legal Full time

Trusts & Tax Accounts Executive – Private Client
A distinguished Legal 500 law firm is seeking an experienced Trusts & Tax Accounts Executive to join its thriving Private Client Department at their North Dorset office.

Role Overview

The appointed individual will focus on accountancy work related to private client matters. This non-client facing role involves:

  • Specializing in trusts, probate, estates, and personal tax for individuals
  • Contributing profitably to the department’s work
  • Managing personal financial targets
  • Supporting the firm’s growth in alignment with the business plan

Ideal Candidate Profile

  • Hold a relevant professional accountancy qualification
  • Ideally possess either the Association of Taxation Technicians (ATT) or Chartered Tax Advisor (CTA) certification
  • Have a strong background in trusts and estates accounting within a legal setting, with a minimum of 8 years of proven experience
  • Be proficient in using case management systems, preferably with experience in VF

About the Firm
This law firm is renowned for its modern, approachable style and dedication to client service. It values community involvement and offers a supportive, ambitious work environment. The firm emphasizes work-life balance and career development, providing opportunities for professional growth and challenging work.

The firm has received several prestigious awards, including:

  • Leading Firm in The Legal 500
  • Residential Conveyancing Team of the Year, (British Conveyancing Awards)
  • Team of the Year, (LawNet)
  • Contribution to the Community, (Dorset Legal Awards)
  • Property Team of the Year, (Dorset Legal Awards)

As a Lexcel accredited firm and LawNet member, the firm is committed to staff development and engagement.

Apply Now

To take the next step in your career with a supportive and award-winning team, please send your CV