At a Glance
- Tasks: Prepare trust and estate tax returns, manage compliance, and support client onboarding.
- Company: Join a passionate team at HB&O, dedicated to helping clients succeed.
- Benefits: Enjoy competitive salary, flexi-hours, quarterly bonuses, and enhanced wellbeing support.
- Other info: Flexible working hours with a supportive team and excellent career progression opportunities.
- Why this job: Make a real impact in the world of trusts and estates while growing your career.
- Qualifications: Experience in trust tax returns and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Salary: Competitive and dependent on experience
Hours: Permanent, Monday-Friday (36.5 hours per week)
At HB&O, we’re a team of passionate experts, specialising in supporting businesses and individuals through every stage of their professional and personal life. Our clients come from all different walks of life, operate in all kinds of different sectors and bring different experiences, passions and motivators to their work, but they all have a common goal: to be successful in their own right. We believe that our team should echo this too.
An opportunity has arisen for an experienced trust tax and accounts administrator to support our Inheritance Tax, Trusts, and Estates Team.
Responsibilities and Duties:
- Preparing trust, estate, and possibly some personal tax returns
- Preparing trust and estate accounts
- Calculating tax liabilities
- Corresponding with colleagues, clients, and third parties, to obtain information and notify of liabilities
- Assisting with trust registrations and ongoing compliance requirements
- Providing support with tax planning work, including note taking at meetings
- Coordinating HMRC correspondence and queries
- Managing deadlines, filings, and compliance calendars
- Supporting the onboarding of new clients, including AML checks
Essential skills and experience:
- Proven experience in preparing trust and estate tax returns (and ideally accounts), either with HMRC or in a tax advisory or accountancy/legal practice environment
- Strong understanding of UK tax compliance around trusts
- Good working knowledge of Iris tax software would be an advantage
- Exceptional organisational and time management skills
- Ability to work independently
- Strong communication skills, both written and verbal
- Qualified / Part Qualified TE
Benefits:
- Career progression opportunities
- Flexi-hours – we have core hours from 9.30am to 4.30pm, then work the rest around your schedule
- 2pm finish on Friday
- Quarterly bonus scheme
- Free car parking
- Employee discount platform
- Wellbeing strategy and dedicated wellbeing team
- Enhanced employer pension contribution
- Enhanced maternity, paternity, and adoption leave
- Funded CPD courses
Trusts Tax & Accounts Administrator in Coventry employer: Harrison Beale & Owen Limited
At HB&O, we pride ourselves on being an exceptional employer that values the growth and wellbeing of our team. With a supportive work culture, flexible hours, and a commitment to professional development through funded CPD courses, we empower our employees to thrive both personally and professionally. Located in a vibrant area, we offer competitive salaries, a quarterly bonus scheme, and enhanced benefits, making us an attractive choice for those seeking meaningful and rewarding employment in the trusts tax and accounts field.
Contact Details:
Harrison Beale & Owen Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trusts Tax & Accounts Administrator in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and accounts field. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Trusts Tax & Accounts Administrator role!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK tax compliance around trusts. Be ready to discuss your experience with preparing trust and estate tax returns. We want to see your passion and expertise shine through!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you’ve managed deadlines and compliance calendars in previous roles. This will demonstrate that you can handle the responsibilities of the position with ease.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company right from the start.
We think you need these skills to ace Trusts Tax & Accounts Administrator in Coventry
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trusts Tax & Accounts Administrator role. Highlight your experience with trust and estate tax returns, and any relevant software skills. We want to see how your background fits with what we do!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our team's goals. Keep it friendly and professional – we love a personal touch!
Show Off Your Communication Skills:Since strong communication is key for this role, make sure your written application reflects that. Be clear, concise, and engaging in your writing. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Harrison Beale & Owen Limited
✨Know Your Tax Basics
Make sure you brush up on your knowledge of UK tax compliance, especially around trusts and estates. Being able to discuss specific tax regulations or recent changes will show that you're not just familiar with the basics but are also proactive in keeping your knowledge current.
✨Showcase Your Experience
Prepare to talk about your previous roles where you've handled trust and estate tax returns. Use specific examples to illustrate your experience with HMRC or in a tax advisory environment. This will help the interviewers see how your background aligns with their needs.
✨Demonstrate Organisational Skills
Since the role requires exceptional organisational and time management skills, be ready to share how you manage deadlines and compliance calendars. You could even mention tools or methods you use to stay organised, which will highlight your ability to work independently.
✨Communicate Clearly
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex topics like tax liabilities or client correspondence. This will help you make a positive impression during the interview.
