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- Tasks: Prepare trust and estate accounts while supporting clients during sensitive times.
- Company: Join the supportive and knowledgeable #TeamDA at David Allen.
- Benefits: Flexible working, competitive salary, free financial advice, and growth opportunities.
- Why this job: Make a meaningful difference while using your accounting skills in a caring environment.
- Qualifications: Detail-oriented with strong technical accounting skills and empathy.
- Other info: Collaborative team culture focused on continuous improvement and client care.
The predicted salary is between 36000 - 60000 £ per year.
Do you enjoy working with detail, structure and accuracy, while also supporting people during some of life’s most sensitive moments? If you are looking for a role where your technical accounting skills are valued just as much as your professionalism and empathy, we would love to hear from you.
As a Trust and Probate Accounts Specialist, you will join our supportive and knowledgeable Wills and Probate Team at David Allen, playing an important role in delivering a compliant, client-friendly trust and probate service, working closely with colleagues across Accounts, Tax and Financial Services to provide joined-up advice and a consistently high standard of care.
If you take pride in your work, enjoy collaborating with others and want to make a meaningful difference to clients and their families, whilst having a head for numbers, this may be your perfect role.
About the RoleAs a Trust and Probate Accounts Specialist, you will support trustees, executors and families by preparing accurate trust and estate accounts and maintaining clear financial records throughout the administration process. Your role will include preparing annual trust accounts in line with accounting standards, monitoring income, expenditure, investments and capital movements, and supporting trustees with their compliance responsibilities. You will work closely with our Tax team to ensure trust-related tax planning, reliefs and reporting requirements are appropriately addressed. In this role, you will also prepare detailed estate accounts, assist with Inheritance Tax returns, liaise with HM Revenue & Customs where required, and support applications for Grants of Probate or Letters of Administration. By combining strong technical skills with care, accuracy and professionalism, you will help deliver a trusted and supportive service to clients during important and often sensitive times.
In return for dedication and hard work we offer the following company benefits:Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and a great salary and package, as well as lots of opportunities to grow, develop and progress. Great vision without great people is irrelevant, and our people really are the best. The best at what they do and the best at how they do it. And the great thing is, they keep striving to be even better! Our people, their skills and ambitions are as important to us as are our clients. We can’t deliver a great service without great people after all.
Trust and Probate Accounts Specialist in London employer: David Allen
Contact Detail:
David Allen Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust and Probate Accounts Specialist in London
✨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 a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how they align with yours. This will help you answer questions confidently and show that you’re genuinely interested in being part of #TeamDA.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to trust and probate accounting. Use specific examples from your past experiences to demonstrate your skills and how you can contribute to the team.
✨Tip Number 4
Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in showing your appreciation and keeping you top of mind for the hiring team. And remember, apply through our website for the best chance!
We think you need these skills to ace Trust and Probate Accounts Specialist in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trust and Probate Accounts Specialist role. Highlight your technical accounting skills, attention to detail, and any relevant experience in handling sensitive situations.
Craft a Personal Cover Letter: Use your cover letter to showcase your personality and empathy. Share why you’re passionate about supporting clients during sensitive times and how your background makes you a great fit for #TeamDA.
Showcase Collaboration Skills: Since this role involves working closely with various teams, mention any past experiences where you successfully collaborated with others. This will show us that you can work well in our supportive environment.
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 don’t miss out on any important updates from #TeamDA!
How to prepare for a job interview at David Allen
✨Know Your Numbers
As a Trust and Probate Accounts Specialist, you'll need to demonstrate your technical accounting skills. Brush up on relevant accounting standards and be ready to discuss how you've applied these in previous roles. Show them you can handle the numbers with confidence!
✨Empathy is Key
This role involves supporting clients during sensitive times, so it's crucial to convey your empathetic side. Prepare examples of how you've handled delicate situations in the past, showcasing your professionalism and ability to connect with clients on a personal level.
✨Collaboration Counts
You'll be working closely with various teams, so highlight your teamwork skills. Think of specific instances where you've collaborated effectively with others, especially in high-pressure situations. This will show that you're not just a numbers person but also a team player.
✨Prepare for Compliance Questions
Since compliance is a big part of this role, expect questions about regulations and best practices. Familiarise yourself with trust-related tax planning and reporting requirements. Being able to discuss these confidently will set you apart from other candidates.
