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- Tasks: Prepare trust and estate accounts while supporting families during sensitive times.
- Company: Join a supportive team at David Allen, known for its professionalism and empathy.
- Benefits: Flexible working, competitive salary, free financial advice, and growth opportunities.
- Why this job: Make a meaningful difference in clients' lives while honing your accounting skills.
- Qualifications: Detail-oriented with strong technical accounting skills and a caring attitude.
- Other info: Collaborative environment with a focus on personal and professional development.
The predicted salary is between 30000 - 42000 £ 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:- Flexible working to help you manage your other priorities
- Free financial advice
- A great salary and package
- 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.
Application processPlease review the job description and person specification attached to understand our role and what we are looking for. If you think this sounds like the ideal job for you, then please send your CV along with a summary of why you are suitable for the role to careers@david-allen.co.uk. We will consider applications for both full-time or part-time hours. If you are applying from outside the region, please include details of your relocation plans.
Trust and Probate Accounts Specialist in Penrith 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 Penrith
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting and probate 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 technical skills and understanding of trust and probate processes. We want you to shine when discussing how you can support clients with empathy and accuracy.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. At StudySmarter, we encourage you to check out our website for roles that match your skills and passion for helping others.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team.
We think you need these skills to ace Trust and Probate Accounts Specialist in Penrith
Some tips for your application 🫡
Read the Job Description Carefully: Before you start writing, take a good look at the job description. It’s packed with clues about what we’re looking for in a Trust and Probate Accounts Specialist. Make sure you understand the key responsibilities and skills required so you can tailor your application accordingly.
Showcase Your Skills: When you write your CV and summary, highlight your technical accounting skills and any relevant experience. We want to see how your background aligns with the role, so don’t be shy about sharing your achievements and how they relate to the tasks mentioned in the job description.
Be Professional Yet Personal: While we appreciate professionalism, we also value empathy and a personal touch. In your summary, share why you’re passionate about supporting clients during sensitive times. This will help us see the human side of your application and how you fit into our team culture.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way to ensure it gets to the right people. Plus, it shows you’re keen on joining #TeamDA! Don’t forget to include your CV and a brief summary of why you’re the perfect fit for this role.
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 prepared 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 empathy and professionalism. Think of examples where you've shown compassion in your work, and be ready to share how you balance technical skills with a caring approach.
✨Collaboration Counts
You'll be working closely with various teams, so highlight your teamwork skills. Prepare to discuss past experiences 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.
✨Stay Updated on Regulations
Make sure you're familiar with current trust and probate regulations, including tax planning and compliance responsibilities. Being knowledgeable about these areas will not only impress your interviewers but also demonstrate your commitment to delivering a compliant service.