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- Tasks: Provide top-notch trust and probate services while supporting our Wills and Estates Team.
- Company: Join a dynamic firm committed to professionalism and client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' lives while growing your career in accountancy.
- Qualifications: GCSEs in Maths and English; AAT/ACA/ACCA qualified or relevant degree.
- Other info: Embrace a culture of ambition, integrity, and respect while developing your skills.
The predicted salary is between 36000 - 60000 £ per year.
To provide an effective, compliant and client friendly trust and probate service to David Allen clients, thereby adding value to, and supporting, the Wills and Estates Team in their corporate objectives and client services. To review process and service levels to ensure continual improvement in the way the trust and probate service is delivered.
Generic role duties to include:
- Trust Accounts
- To prepare annual trust accounts in line with accounting standards and firm procedures.
- To support trustees with compliance obligations.
- To monitor trust income, expenses, investments, and changes in capital values.
- To liaise with the Tax team on trust-related tax planning, reliefs, and reporting requirements.
- To prepare detailed estate accounts from initial asset/liability schedules through to final distribution statements.
- To reconcile bank statements, investment portfolios, property valuations, liabilities, and tax payments.
- To assist with drafting Inheritance Tax returns, including supporting schedules and liaise with HMRC where required.
- To support the application process for Grants of Probate/Letters of Administration.
- To maintain accurate records of income and capital transactions throughout the administration period.
- To assist with year-end reporting for complex estates, including calculations of income tax and capital gains tax.
- To take full responsibility for all work and tasks assigned to you.
- To work closely with other members of the team and within the firm, including both the Tax and Financial Services teams, to ensure consistent joined up advice is provided to our clients.
- To ensure there is clear communication with your line manager and other team members on work being carried out, updating workflow records in a timely and accurate manner.
- To help your line manager identify ways to improve and develop the department.
- To deal with all communications in a timely manner and ensure they are of a high professional standard.
- Deal with all communications in a timely manner and ensure they are of a high professional standard and using David Allen brand guidelines and templates.
- Look after clients in a friendly and professional manner, acting as a positive ambassador for the Firm.
- To maintain your knowledge and keep up to date with legislation changes to be able to advise clients on their affairs and ensure all work produced is to the highest standard in accordance with current legislation.
- Undertake the accurate recording of information in the back-office systems, including manual and electronic records, ensuring that all records are stored and processed securely and confidentially in full compliance with GDPR legislation and statutory requirements.
- To represent the business when required to ensure positive links, relations and networks.
- To show a commitment to diversity, equal opportunities and anti-discriminatory practices.
- To undertake personal development necessary to ensure effective performance in the role.
- To participate in relevant and appropriate training and development as required.
- To demonstrate the David Allen values of ambition, professionalism, knowledge, integrity, and respect in the work you do and during your appointment.
Skill Requirements
- Education / Qualifications
- Five GCSEs at Grade A-C (9-4) to include Maths and English.
- AAT/ACA/ACCA qualified; or graduates with an accounts related degree; or qualified by experience.
- 2+ years of experience in accountancy practice in a relevant sector.
- Specialist technical knowledge in Trusts, Estates and Probate.
- Experience using DAPA – Digital Accounts Production Advanced.
- Knowledge and experience with Xero/Sage/Quickbooks software.
- Competent in Microsoft Word/Excel/Outlook.
- Analytical ability.
- A methodical approach and strong problem-solving skills.
- A good team player who is flexible in their approach.
- Excellent interpersonal, written and verbal communication skills.
- Ability to work accurately with consistent care and attention to detail.
- Organisation skills, time management skills, and the ability to manage deadlines.
- Use own initiative, with the ability to reflect on your own work as well as the wider consequences of financial decisions and advice.
- Hold high expectations of themselves and others within the company.
- The ability to operate effectively, both individually and as a team member.
- Professional and confident with the ability to respond to challenges in a calm and professional manner.
- Able to demonstrate behaviours and expectations consistent with the David Allen values of ambition, professionalism, knowledge, integrity and respect.
General
- Ability to travel between offices and to undertake client home visits if required.
Trust and Probate Accounts Specialist in Workington employer: Cumbria Chamber MD
Contact Detail:
Cumbria Chamber MD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust and Probate Accounts Specialist in Workington
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the job hunt. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Make sure you can articulate how your skills align with their needs, especially in trust and probate services. Practise common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows you’re keen and professional, which is exactly what firms like David Allen are looking for.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Trust and Probate Accounts Specialist in Workington
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Trust and Probate Accounts Specialist role. Highlight your relevant experience in accountancy and any specific skills related to trusts and estates. We want to see how you can add value to our Wills and Estates Team!
Showcase Your Skills: Don’t forget to mention your technical knowledge, especially with software like DAPA, Xero, or Sage. If you've got experience in preparing trust accounts or liaising with tax teams, let us know! We love seeing candidates who can hit the ground running.
Communicate Clearly: Your written communication should reflect the high professional standards we uphold at David Allen. Keep it clear, concise, and free of jargon. Remember, this is your chance to show us how well you can communicate, so make every word count!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Cumbria Chamber MD
✨Know Your Numbers
As a Trust and Probate Accounts Specialist, you'll be dealing with accounts and financial data. Brush up on your accounting principles and be ready to discuss how you would prepare annual trust accounts and manage compliance obligations. Familiarise yourself with the specific software mentioned in the job description, like DAPA, Xero, or Sage.
✨Showcase Your Communication Skills
This role requires clear communication with clients and team members. Prepare examples of how you've effectively communicated complex information in the past. Think about times when you had to liaise with other departments, like Tax or Financial Services, and how you ensured everyone was on the same page.
✨Demonstrate Your Problem-Solving Ability
The job involves a lot of analytical work and problem-solving. Be ready to share specific instances where you've tackled challenges in your previous roles. Highlight your methodical approach and how you ensure accuracy in your work, especially when it comes to reconciling accounts or preparing estate accounts.
✨Emphasise Professionalism and Continuous Learning
David Allen values professionalism and staying updated with legislation changes. Discuss how you keep your knowledge current and any relevant training you've undertaken. Show that you're committed to personal development and embody the values of ambition, integrity, and respect in your work.
