Ashtons Legal LLP
Bookkeeper - Private Client - Bury St Edmunds
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Bookkeeper - Private Client - Bury St Edmunds
Location: Bury St Edmunds
Contract Type: Permanent, Full-time, Part-time
Closing Date: 10 July 2026
Salary: To be discussed
Specific Hours: Our core office hours are 9.00 am to 5.00 pm. Flexible working hours can be discussed
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Bookkeeper - Private Client - Bury 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.
Key Responsibilities
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
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Required Skills & Experience
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
What We Offer
Opportunity to work within a professional legal environment Supportive team culture Professional development opportunities
Ashtons Legal is an equal opportunities employer and we welcome applications from all communities and backgrounds.
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