At a Glance
- Tasks: Manage trust accounts and tax returns for a diverse portfolio of trusts and estates.
- Company: Established firm with 45 years of experience in accountancy recruitment.
- Benefits: Flexible working hours, competitive salary, and opportunities for professional growth.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in trust and estate management.
- Qualifications: Experience in legal or accountancy practice with strong attention to detail.
The predicted salary is between 40500 - 49500 £ per year.
We are looking for a Trust Accounts & Tax Senior to support the administration, accounting and taxation requirements of a varied portfolio of trusts and estates.
This role is open to 3, 4 or 5 days per week.
The firm is open to candidates currently working within a legal practice or an accountancy practice who have gained experience preparing accounts and tax returns.
Key Responsibilities
- Preparation of annual trust and estate accounts.
- Preparation and submission of trust and estate tax returns.
- Preparing personal tax returns.
- Liaising with HMRC regarding trust and estate taxation matters.
- Maintaining accurate accounting records and financial information for trusts.
- Assisting with the administration of trusts and estates where required.
- Candidate Profile
- A background within either a law firm OR an accountancy practice with exposure to accounts preparation and tax returns.
- Excellent attention to detail and accuracy.
- The ability to manage workloads and prioritise competing deadlines.
If you are interested in this Trust Accounts & Tax Senior opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance.
IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market.
We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned.
Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
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Trust Accounts & Tax Senior employer: IPS
As a leading Lloyds Syndicate, we pride ourselves on fostering an entrepreneurial spirit and innovative work culture that empowers our employees to drive change in the insurance sector. Located in a vibrant city, we offer competitive benefits, continuous professional development opportunities, and a collaborative environment where your contributions are valued and recognised. Join us to be part of a dynamic team that is shaping the future of insurance operations.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Accounts & Tax Senior
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like IPS often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at IPS.
We think you need these skills to ace Trust Accounts & Tax Senior
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at IPS and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at IPS. A little light-heartedness can go a long way!
How to prepare for a job interview at IPS
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
