Trust Caseworker

Posted 27 June by Douglas Scott Legal Recruitment
Easy Apply
£26,000 - £30,000 per annum
Birmingham , West Midlands
Permanent, full-time
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Posted by Douglas Scott Legal Recruitment
Trust Caseworker
Birmingham - Full Time
£26,000 - £30,000

A fantastic, top 100 Birmingham firm, known to us as a client for many years are keen to add an experienced Trust Caseworker to their already impressive Trusts team on a full time. 
Based in well-equipped offices in an impressive setting, close to commuter links, the Trust Caseworker will benefit from working with a cohesive team of Lawyers, Administrators and Fee Erners to deliver a high quality of a full range of Trust Caseworker duties in Birmingham. 

Duties and responsibilities of the Trust Caseworker:
  • Inputting data into the firm’s standard trust accounting tools
  • management and administration of trusts to include preparation of all related accounting records and HMRC returns
  • Assisting with the completion of tax returns and tax deduction certificates
  • Corresponding with banks, investment managers and others regarding funds and investments held on behalf of clients
  • Corresponding with various parties regarding the administration of assets held within a trust, involving liaising between parties to obtain instructions and forwarding these on as appropriate
  • Making payments to beneficiaries
  • Responsibility for running files under supervision
Skills Required:
  • Extensive relevant experience in Private Client / Trusts 
  • Strong IT keyboard skills.
  • Good written English.
  • A strong grasp of numbers and experience working with and manipulating data in Excel or similar
  • Experience of preparing sets of trust accounts and related tax paperwork
  • Ability to build strong working relationships with a range of people
  • A clear and sympathetic telephone matter
  • Ability to work productively under pressure and meet deadlines
The firm are offering 25 days holiday plus bank holidays, a hybrid working arrangement to suit the candidate and a range of competitive benefits. If you are an experienced Trust Caseworker, based in or near Birmingham, please get in touch for confidential consideration or send your CV to

Reference: 52973988

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