What does the role involve?
We are looking for a Trusts and Estates Accountant or Manager to join our Norwich office to assist the management of trusts across our Private Client National Service Line.
The work undertaken in the private client team involves will drafting, estate planning, complex tax planning, trusts and estate administration, preparation of lasting powers of attorney, charity advice and administration on behalf of a range of private clients, trustees and charities. We act for wealthy families and individuals, business people and landowners.
You will advise a range of clients specialising in trust advice and administration, and including
tax planning advice regarding all aspects of trusts
inheritance tax calculations
management and administration of complex trusts to include maintenance and preparation of all related accounting records and HMRC returns
FATCA/CRS/Trust Register reporting
In addition, you will support and assist the Senior Trust Manager to supervise a team of trust administrators.
Why should I apply?
If you are the kind of individual who enjoys providing clients with the complex advice they need to comply with their legal and tax obligations, building up strong relationships with those clients and with colleagues within the National Service Line and across the firm to provide a seamless service, then this is a fantastic opportunity for you to join a firm at the prime end of the market, and which is the only law firm to have been listed as one of the “Sunday Times 100 Best Companies to Work For” for the last 17 years. We have also won Roll on Friday Firm of the Year for the last three years.
What experience is required?
You will be an experienced Trust and Estates Accountant or Manager with previous experience within a comparable role in a law or accountancy firm, and will have experience of supervising others.
What skills and attributes would I need?
Good numeracy and IT skills together with a working knowledge of case management systems and Excel
Solid previous experience of preparing sets of trust accounts
Solid previous experience of preparing sets of accounts for probates and trusts
STEP, CIOT or ATT qualification
Excellent written, clear and concise English
Excellent organisational skills and attention to detail
Ability to work productively under pressure and meet deadlines
Excellent interpersonal and team working skills
Who will I be working with?
Reporting to principal associate, Sarah Wood, you will be part of a dedicated trust administrative team which is part of our wider Private Client National Service Line. This is headed up by Chris Belcher, and supported by a professional support lawyer.
Please note that, in the event that we make an offer of employment, we will conduct pre-employment screening that includes checks relating to your professional and academic qualifications, references from previous employers, your eligibility to work in the UK and any disciplinary history recorded with the Solicitors Regulation Authority (SRA). You will also be required to complete a self-declaration to access your character and suitability.
Disclosure and barring service check
This post is also subject to a satisfactory response from the Disclosure and Barring Service (DBS) to check for any previous criminal convictions.