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- 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 chance to work in a dynamic environment.
- Why this job: Make a real impact by supporting clients' financial needs in a meaningful way.
- Qualifications: Proven bookkeeping experience and strong attention to detail required.
- Other info: Equal opportunity employer welcoming diverse applicants.
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 in London 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 in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting and legal sectors. You never know who might have a lead on a job or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of estate and trust accounting. Be ready to discuss your experience with double-entry bookkeeping and how you ensure compliance with regulations.
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you've maintained accurate records and managed sensitive information in previous roles.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who take that extra step.
We think you need these skills to ace Bookkeeper - Private Client - Bury St Edmunds in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your bookkeeping experience, especially in estate and 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. Share specific examples of your past work that relate to managing estate accounts and liaising with clients.
Showcase Your Software Skills: We love tech-savvy applicants! Make sure to mention your proficiency in MS Office and any accounting software you’ve used. If you have experience with trust accounting systems, definitely highlight that too!
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 you’re keen on joining our team!
How to prepare for a job interview at Ashtons Legal
✨Know Your Numbers
Brush up on your bookkeeping skills, especially around double-entry principles and tax regulations. Be ready to discuss specific examples of how you've managed estate accounts or handled trust transactions in the past.
✨Showcase Your Attention to Detail
Prepare to demonstrate your meticulous nature. Bring along examples of your work that highlight your accuracy in maintaining financial records and compliance with accounting standards. This will show them you can handle sensitive information with care.
✨Familiarise Yourself with the Team
Research the Trust & Tax team and understand their role within the company. Knowing who you might be working with and their expectations can help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Prepare Questions
Think of insightful questions to ask about the role and the company culture. This not only shows your enthusiasm but also helps you gauge if this is the right fit for you. Ask about their approach to client accounting and how they support professional development.