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- Tasks: Prepare estate accounts and support senior team members in compliance tasks.
- Company: Join a respected financial services firm with a focus on collaboration and growth.
- Benefits: 25 days holiday, flexible pension schemes, and paid volunteering days.
- Why this job: Make a meaningful impact while working on complex estate matters.
- Qualifications: Proficient in Microsoft Office and experienced in tax return preparation.
- Other info: Ranked among the Best Workplaces for Wellbeing in 2024.
The predicted salary is between 36000 - 60000 £ per year.
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.
Estate Accounts Assistant in Chichester employer: Irwin Mitchell
Contact Detail:
Irwin Mitchell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Accounts Assistant in Chichester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. Tailor your responses to show how your skills align with their needs, especially in estate accounting and compliance.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build confidence. Focus on articulating your experience with tax returns and estate management clearly and concisely.
✨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 genuinely interested in joining our team.
We think you need these skills to ace Estate Accounts Assistant in Chichester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Estate Accounts Assistant role. Highlight your experience with estate and trust accounting principles, 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 estate accounting and how your skills align with our team’s needs. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: In this role, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application reflects the high standards we uphold in our work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at Irwin Mitchell
✨Know Your Numbers
Brush up on your knowledge of estate and trust accounting principles, as well as tax regulations like income tax, CGT, and IHT. Being able to discuss these topics confidently will show that you’re not just familiar with the basics but also ready to tackle the complexities of the role.
✨Master Microsoft Office
Since proficiency in Microsoft Word and Excel is crucial for this position, make sure you can demonstrate your skills during the interview. Prepare examples of how you've used these tools in past roles, especially in preparing financial documents or managing data.
✨Showcase Your Attention to Detail
This role requires a strong focus on accuracy, so be prepared to discuss how you ensure precision in your work. Bring examples of past projects where your attention to detail made a significant difference, whether it was in preparing accounts or handling sensitive information.
✨Engage with the Team Spirit
Since you'll be part of a collaborative team, express your enthusiasm for teamwork and professional development. Share experiences where you contributed to a team project or helped colleagues, highlighting your ability to communicate effectively and support others in achieving common goals.
