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For Companies At a Glance
- Tasks: Manage estate and trust accounts, ensuring accurate financial records and compliance.
- Company: Join a professional legal team with a supportive culture in Bury St Edmunds.
- Benefits: Professional development opportunities and a collaborative work environment.
- Why this job: Make a real impact by supporting clients' financial needs in a meaningful way.
- Qualifications: Experience in bookkeeping, strong numerical skills, and attention to detail.
- Other info: Ideal for those looking to grow in a dynamic legal setting.
The predicted salary is between 36000 - 60000 £ per year.
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
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
Equal Opportunity
Ashtons Legal is an equal opportunities employer and we welcome applications from all communities and backgrounds.
Bookkeeper - Private Client - Bury St Edmunds employer: Ashtons Legal
Contact Detail:
Ashtons Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Bookkeeper - Private Client - Bury St Edmunds
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. We recommend tailoring your responses to highlight your bookkeeping experience and how it aligns with their needs, especially in estate and trust management.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for your skills. Plus, applying directly shows your interest in being part of our team.
We think you need these skills to ace Bookkeeper - Private Client - Bury St Edmunds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your bookkeeping experience, especially in legal or trust administration. We want to see how your skills match the job description, so don’t be shy about showcasing your numerical accuracy and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Trust & Tax team. Mention specific experiences that relate to estate and trust account management, and show us your passion for delivering high standards of service.
Showcase Relevant Skills: Don’t forget to mention your proficiency in MS Office and any accounting software you’ve used. If you have knowledge of UK tax laws or probate accounting standards, make sure to highlight that too. We love seeing candidates who are well-rounded and knowledgeable!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our supportive team culture!
How to prepare for a job interview at Ashtons Legal
✨Know Your Numbers
Brush up on your bookkeeping skills, especially double-entry principles. Be ready to discuss how you've managed estate accounts in the past and any specific software you've used. This will show that you’re not just familiar with the basics but can handle the complexities of trust and estate accounting.
✨Understand the Legal Landscape
Familiarise yourself with UK inheritance, income, and capital gains tax regulations. Being able to talk about these topics confidently will demonstrate your expertise and readiness for the role. It’s also a good idea to have examples of how you’ve navigated these issues in previous positions.
✨Showcase Your Organisational Skills
Prepare to discuss how you keep your records organised and ensure compliance with probate accounting standards. You might want to share specific strategies or tools you use to maintain accuracy and efficiency in your work. This will highlight your attention to detail and time management skills.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to trust administration or client interactions. Think about how you would handle sensitive information or resolve conflicts with beneficiaries. Practising these scenarios can help you articulate your thought process clearly during the interview.
