LEGAL FINANCE ASSISTANT

Legal Finance Assistant (ATT Pathway)

Location:                                         Ringwood, Hampshire

Hours:                                               Monday to Friday 9am – 5pm

Salary:                                              £27,000 – £35,000 per annum (D.O.E & qualifications)

Position:                                          Full Time, Permanent

Overview

We are seeking a capable and detail oriented finance professional on behalf of a successful regional law firm expanding their busy finance team. This role is ideal for someone with solid Legal Cashiering experience and some ATT-level knowledge (fully qualified, part-qualified, or willing to train).

In this varied and hands-on role, you will support day-to-day legal finance activities while contributing directly to the Private Client department with trust accounts and related tax accounts. The firm offers a highly supportive environment with excellent scope for professional growth and study support if required.

Legal Finance Assistant Key Responsibilities

Client Account Management:

• Maintain client account ledgers, process receipts and payments, and ensure accurate posting of financial transactions in line with legal regulations.

Bank Reconciliations:

• Perform daily and monthly reconciliations of client and office bank accounts, supporting journals and ledger maintenance.

Private Client Tax Support:

• Assist the Private Client department with the preparation and maintenance of trust accounts, inheritance tax tracking, and related tax accounts to meet reporting deadlines.

Reporting & Compliance:

• Assist with VAT returns, month-end processes, and routine financial reporting, ensuring compliance with relevant financial and tax regulations.

Transaction Administration:

• Manage general cashiering duties, including processing CHAPS/BACS payments and resolving financial queries efficiently.

Process Improvement:

• Review financial information to identify discrepancies, resolve queries, and contribute to the development of efficient finance procedures.

Key Skills Required

Experience:

• Proven experience in a legal cashier role or a similar mid-level legal finance position.

Qualifications:

• ATT qualified, part-qualified, or able to demonstrate equivalent technical knowledge. Candidates with general accounts experience who are explicitly prepared to take on the ATT qualification will also be considered.

Niche Knowledge:

• Prior experience supporting private client work, including trust accounts or related tax compliance, is highly advantageous.

Technical Skills:

• Confident using accounting/tax software and Excel to manage and analyse data, with exceptional attention to detail.

Organisation:

• Organised, dependable, and able to manage competing deadlines within a fast-paced environment.

Communication:

• A clear communicator who can build effective working relationships with internal colleagues, clients, and external bodies.

To Apply

If you are a finance professional looking for a unique role that combines legal cashiering with specialised tax and trust accounting, please submit your up-to-date CV via the application link.