Trust & Tax Bookkeeper

Trust & Tax Bookkeeper

Hybrid | Flexible Working | Specialist Legal Environment

We are seeking an experienced and proactive Bookkeeper to join a specialist Trust & Tax Management team within a well-established law firm.

This is an excellent opportunity for a bookkeeping professional with strong accounting and compliance skills to work within a highly regarded Estates, Tax & Succession environment, supporting a varied portfolio of trust, estate, tax and private client matters.

Key Responsibilities:

• Maintain accurate bookkeeping records for a portfolio of trust, estate and tax clients, including charities.
• Prepare and reconcile annual trust and estate accounts in line with accounting standards.
• Support the preparation of financial information for trust income tax, capital gains tax and inheritance tax.
• Prepare financial schedules and supporting data for tax compliance and HMRC filings.
• Liaise with trustees, beneficiaries, investment managers, HMRC, regarding financial and bookkeeping queries.
• Maintain organised financial records, ensuring compliance with regulatory requirements and firm policies.
• Assist with trust cashflow management, including payments, receipts and distributions.
• Contribute to wider compliance, reporting and administrative projects across the team.
• Produce ad hoc financial reporting and analysis to support decision-making.

About You:

• Proven bookkeeping experience, ideally within trust accounting, private client, trusts & estates, legal or professional services.
• Strong understanding of bookkeeping principles and financial reconciliations.
• Experience preparing annual accounts and financial reports.
• Confidence using accounting software and Microsoft Excel.
• Excellent organisational skills with strong attention to detail.
• Strong communication skills and the ability to work with clients and professional advisers.
• The ability to manage multiple priorities independently while collaborating effectively within a team.

What's on Offer:

• Hybrid and flexible working arrangements.
• Opportunity to join a specialist Trust & Tax Management team.
• Ongoing professional development and training support.
• Collaborative, supportive and expert-led working environment.

If you are a detail-oriented bookkeeping professional looking to build your career within a specialist trust, tax and private client setting, we would love to hear from you.

New Appointments Group, Expertly Matching Employers and Jobseekers since 1975.

Please provide a CV in Word format. (url removed)

If this role isn't for you, please check out our website for other roles that may be suitable, or send us your CV, we would still like to hear from you! You can find us on our website or LinkedIn, Facebook, Instagram and x@nagrecruitment

We are committed to fostering a diverse and inclusive environment in line with the Equality Act 2010. All qualified applicants will be considered regardless of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, or sexual orientation. New Appointments Group acts as an Employment Agency for permanent roles and as an Employment Business for temporary roles.