Trusts and Estates Accountant or Manager

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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 academics

  • 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


  • Accounting qualification

  • Knowledge of Isokon software package

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.

Pre-employment screening

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.

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As you would expect, the firm offers a generous salary and benefits. Everyone has different priorities and preferences, so at Mills & Reeve you can choose the benefits that appeal to you. From buying holiday and undergoing health screening to leasing a bicycle – the choice is yours.

Our core benefits are:

  • Equal all staff bonus based on the firm’s financial performance
  • Generous pension including the option to salary sacrifice
  • Five weeks' annual leave and the option to buy or sell a week each year
  • Extra day of leave for wedding/civil partnership, religious holiday and house moving
  • Bonus week leave every 11th year of continuous service
  • Enhanced maternity, paternity and adoption pay
  • Income protection after two years’ service
  • Life assurance with the choice of covering between two and 10 times annual basic salary
  • Confidential employee assistance programme providing guidance on every day issues to more complex matters and both telephone and face to face counselling.

More information can be found here.


The firm

What really sets Mills & Reeve apart from other law firms is the way we work with our clients. We understand that clients, in the 21st century, no longer want a traditional law firm – they want one that embraces forward thinking approaches to service, billing, commercial know-how, innovation, people management and community engagement. 

And finally

Mills & Reeve is committed to providing an inclusive and supportive working environment. We are happy to consider flexible working arrangements and endeavour to achieve the right balance for both our people and the business. This attitude to flexible working ensures we continue to provide outstanding service to our clients, whilst allowing our people to develop their careers in the knowledge that personal priorities will remain just that.

Mills & Reeve is committed to promoting equality, diversity and to providing an inclusive and supportive environment. Please click the link below to find further information regarding diversity and inclusion at Mills & Reeve.

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