Bookkeeper - Private Client St Edmunds

The Role

We are looking for an experienced, detail‑oriented Bookkeeper to join our Trust & Tax team
, with a focus on estate and trust account management.

This position plays a key role in supporting the client accounting needs of our portfolio and ensuring we consistently deliver a high standard of service.

You will have hands-on involvement in all aspects of client accounting, contributing directly to the smooth and accurate financial management of our clients’ affairs.

• Prepare and maintain accurate estate accounts from initial instruction through to final distribution
• Manage trust accounting records including settlements, variations and ongoing trust administration
• Record all estate and trust transactions including assets, liabilities, income and expenses
• Prepare interim and final estate accounts for beneficiaries and executors.
• Produce annual trust accounts and income distribution statements for trustees and beneficiaries
• Liaise with executors, trustees, beneficiaries and HMRC regarding estate and trust matters
• Ensure compliance with probate accounting standards, trust law and regulatory requirements
• Assist with inheritance tax calculations, trust tax returns and ongoing tax compliance
• Maintain organised records and documentation for all estate and trust files

• Proven bookkeeping experience, preferably in legal, estate or trust administration
• Strong numerical accuracy and attention to detail
• Knowledge of double-entry bookkeeping principles
• Knowledge of UK Inheritance, Income and Capital Gains Tax
• Proficiency in MS Office and accounting software
• Understanding of probate, trust administration and trust taxation (desirable)
• Excellent organisational and time management skills
• Strong team playing skills
• Ability to handle sensitive information with discretion

• Opportunity to work within a professional legal environment
• Supportive team culture

Ashtons Legal is an equal opportunities employer and we welcome applications from all communities and backgrounds.