Trust Caseworker

£26,000 - £30,000

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