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- Tasks: Assist in delivering accurate estate accounting services for high-net-worth clients.
- Company: Join a national law firm known for its friendly and inclusive culture.
- Benefits: Enjoy 25 days holiday, flexible pension schemes, and paid volunteering days.
- Why this job: Make a meaningful impact while working on complex estate matters.
- Qualifications: Proficiency in Microsoft Office and experience with tax returns required.
- Other info: Be part of a diverse team committed to social responsibility and well-being.
The predicted salary is between 30000 - 42000 £ per year.
We\’re a national law firm with a local reach. Our legal experts are here for you. Whether it\’s personal or business, we understand that everyone\’s situation is different. But we\’re more than just a law firm – we\’re a team of people working together to help individuals and businesses navigate life\’s ups and downs. Working here you\’ll feel a part of our friendly and inclusive environment.
We\’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.
We\’re always looking to support our colleagues to work in a way that works best for them and everyone else, including our clients, the business and the regulators. Please speak to a member of our Recruitment and Onboarding team for more information.
Your Role and What You\’ll Be Doing
We\’re currently recruiting for an Estate Accounting Technician to join our Tax, Trusts and Compliance team in our Chichester office. This is a fantastic opportunity to play a key role in delivering accurate and timely estate accounting services to a high-net-worth UK and international client base.
Key Responsibilities
- Prepare interim and final estate accounts in line with STEP guidelines and internal standards
- Support senior fee earners in estate administration and compliance
- Complete SA900 tax returns, Estate Registrations, and 60-Day CGT returns
- Calculate and report income tax, capital gains tax, and inheritance tax liabilities
- Prepare R185 Tax Deduction Certificates for residual beneficiaries
- Liaise with HMRC, investment managers, and internal teams to ensure smooth communication and documentation
- Stay up to date with relevant tax legislation and regulatory changes
- Manage sensitive financial data with professionalism and discretion
- Use Microsoft Word, Excel, and case management systems for accurate data handling
- Contribute to business development and participate in training and development activities
About You
- Proficiency in Microsoft Office, especially Word and Excel
- Experience with case management systems
- Strong attention to detail and accuracy
- Understanding of estate and trust accounting principles
- Proven experience in preparing tax returns and handling income tax, CGT, and IHT compliance
Why Join Us?
You\’ll be part of a collaborative and professional team, working on complex and rewarding estate matters. We offer opportunities for growth, ongoing training, and the chance to make a meaningful impact in a respected area of financial services.
Our Benefits – What We Can Offer You
- 25 days holidays as standard plus bank holidays – You can \’buy\’ up to 35hrs of extra holiday too.
- Generous and flexible pension schemes.
- Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
- Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.
We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you\’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.
We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!
Our responsible business programmes are fundamental to who we are and our purpose. We\’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.
Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It\’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.
Additional Information
As part of the Irwin Mitchell Group\’s on-boarding process all successful applicants are required to complete the group\’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, colleagues, clients, partners and other stakeholders.
We carry out pre employment screening to establish your eligibility to work in the UK, criminal record and financial checks with our trusted 3rd parties.
The employment screening process will fully comply with Data Protection and other applicable laws.
Irwin Mitchell LLP is an equal opportunity employer.
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Estate Accounts Assistant (5648) employer: IM LLP
Contact Detail:
IM LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Accounts Assistant (5648)
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. We want to see how you fit into our friendly and inclusive environment, so think about how your skills align with our mission and culture.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. We want to see your personality shine through, so don’t be afraid to show us who you are!
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Estate Accounts Assistant (5648)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Estate Accounts Assistant role. Highlight your proficiency in Microsoft Office and any relevant experience with estate and trust accounting principles.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this role and how you can contribute to our team. Share specific examples of your past work that align with the responsibilities listed in the job description.
Showcase Your Attention to Detail: Since accuracy is key in estate accounting, make sure your application is free from typos and errors. This will demonstrate your attention to detail right from the start!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to receive your application and get to know you better!
How to prepare for a job interview at IM LLP
✨Know Your Numbers
As an Estate Accounts Assistant, you'll be dealing with financial data regularly. Brush up on your knowledge of income tax, capital gains tax, and inheritance tax. Be prepared to discuss how you would handle these calculations in real scenarios during the interview.
✨Familiarise Yourself with STEP Guidelines
Understanding the Society of Trust and Estate Practitioners (STEP) guidelines is crucial for this role. Make sure you can explain how these guidelines influence estate accounting and compliance. This shows that you're not just familiar with the basics but are also committed to industry standards.
✨Showcase Your Tech Skills
Proficiency in Microsoft Office, especially Excel, is a must. Prepare to demonstrate your skills or discuss specific examples where you've used these tools effectively in past roles. If you have experience with case management systems, mention that too!
✨Emphasise Teamwork and Communication
This role involves liaising with various stakeholders, including HMRC and internal teams. Be ready to share examples of how you've successfully communicated and collaborated with others in previous positions. Highlighting your ability to work well in a team will resonate with their inclusive culture.
