At a Glance
- Tasks: Support a dynamic Tax and Trusts team with administration and client communication.
- Company: Highly regarded legal firm in York with a strong regional presence.
- Benefits: Flexible working hours, 25 days holiday, and a loyalty scheme.
- Other info: Opportunities for career development in a professional environment.
- Why this job: Join a supportive team and make a real impact in trusts and estates.
- Qualifications: Experience in trusts, estates, or private client tax is essential.
The predicted salary is between 49500 - 60500 £ per year.
Are you looking for a Trust and Tax Accounts job in York where you can use your experience of trusts, estates and tax within a highly regarded legal firm?
Would you like to join a supportive and specialist Tax and Trusts team where your attention to detail, technical knowledge and client-focused approach will be genuinely valued?
We are working with an established firm of solicitors who have a strong presence across the region and wider UK.
Due to continued demand within their busy Tax and Trusts department, they are looking for an experienced Trust Administrator to join their friendly and knowledgeable team.
This is a fantastic opportunity for someone who has previous experience working within trusts, estates, private client tax, probate or a similar professional services environment.
You will be supporting a dedicated team who advise clients across all aspects of tax and trusts work, with a particular focus on trusts, estate planning, wills, probate and lasting powers of attorney.
Candidates looking for part-time hours will also be considered for this role.
What the Trust and Tax Accounts job involves
You will provide accurate and organised support to the Tax and Trusts team, helping to ensure client matters are managed efficiently, professionally and with care.
Your duties will include
- Assisting with the administration of trusts and estates.
- Preparing and supporting the completion of trust, estate and income tax returns.
- Working with the Trust Registration Service and ensuring trust records are maintained accurately.
- Supporting the preparation of trust accounts.
- Completing R185 and IHT100 forms.
- Assisting with personal tax and trust taxation matters, including Capital Gains Tax.
- Liaising with clients, beneficiaries, HMRC and other professional contacts.
- Maintaining accurate records and ensuring deadlines are monitored and met.
- Supporting the wider team with administration linked to estate planning, wills, probate and lasting powers of attorney.
Skills required
To be successful in this role, you will ideally have
- Previous experience working within trusts, estates, private client tax, probate or a similar professional services environment.
- Experience of trust, estate and income tax returns.
- Knowledge of TRS, trust accounts, R185 forms and IHT100 forms.
- An understanding of personal tax and trust taxation, including Capital Gains Tax.
- Strong attention to detail and a methodical approach to work.
- Excellent organisation skills and the ability to manage deadlines.
- A professional and discreet approach when dealing with confidential client information.
- Good communication skills, both written and verbal.
- The ability to work well as part of a supportive team.
- A positive, proactive attitude and willingness to take ownership of your work.
This role would suit someone currently working as a Trust Administrator, Tax and Trusts Administrator, Private Client Administrator, Trusts and Estates Administrator, Probate Administrator, Personal Tax Assistant or Tax Assistant who is looking to develop their career within a respected legal firm.
- Other information
- Monday To Friday working 9am to 5pm
- Dynamic and flexible working options
- 25 days holiday plus bank holidays and additional leave given at Xmas
- Length of Service loyalty scheme
- Employee Assistant programme
This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency.
Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role.
KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data.
If you would like to read our privacy policy, please go to our website where you will find all the information you need to know about how we will use and process your personal data.
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Trust and Tax Accounts in York employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Trust and Tax Accounts in York
✨Get Involved in Law Societies
Join local law societies and attend their events – they're often a goldmine for networking and job opportunities in the legal field. Plus, it’s a great way to meet other budding lawyers and experienced solicitors who could provide vital insights and connections.
✨Tap into Online Legal Communities
Don’t underestimate the power of online platforms like LinkedIn and specific legal forums. Get active in discussions or share your thoughts on recent legal developments – this not only builds your visibility but also showcases your passion and knowledge in law.
✨Attend Career Fairs and Workshops
Look out for career fairs and workshops specifically focused on law. Many law firms, including Jobiqo, will be scouting for fresh talent, so bring your A-game and don’t shy away from making a memorable impression.
✨Leverage Your University’s Career Services
If you’re still in university or have recently graduated, latch onto your career services! They often have connections with law firms looking for graduates and can guide you through the application process tailored for the legal sector.
We think you need these skills to ace Trust and Tax Accounts in York
Some tips for your application 🫡
Highlight Your Legal Knowledge:When applying for a full-time role in legal services at Jobiqo, make sure to demonstrate your understanding of key legal principles and areas of law relevant to the position. Include any specific coursework, modules, or certifications, like LPC or BPTC qualifications, that showcase your legal expertise directly on your CV.
Showcase Your Research Skills:In the legal field, strong research skills are crucial. Use your application to illustrate how you've utilised these skills in past studies or work experiences – whether that's through past internships or significant projects. Mention any legal databases or tools you’re proficient in, as this can give you an edge.
Tailor That Cover Letter!:Your cover letter is your chance to shine! Make it personal by expressing your genuine interest in Jobiqo and the specific role of Trust and Tax Accounts. Talk about why you want to be part of their team, how your unique experiences align with their values, and why you’re passionate about the legal sector.
Stay Formal but Friendly:While we all know the legal world can be pretty formal, don’t be afraid to let a bit of personality shine through in your written application. Use a respectful tone, but feel free to inject a little warmth; this approach can help you stand out and show you're a great fit for Jobiqo’s culture!
How to prepare for a job interview at Jobiqo
✨Know Your Legal Principles
Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
✨Be Ready for Case Studies
Full-time legal roles often involve case studies during interviews. Prepare to analyse a hypothetical case and discuss your approach to it. Practising this with a peer or mentor can help us refine our reasoning and articulate a solid legal argument.
✨Show Off Your Research Skills
As legal professionals, strong research skills are a must. Have examples ready of how you've effectively used legal databases or conducted thorough legal research in your past experiences. It's a great way to demonstrate your readiness for the role at Jobiqo.
✨Exude Professionalism and Confidence
In the legal field, professionalism is key. During the interview, we should maintain good eye contact and communicate clearly to show that we’re not just knowledgeable, but also confident. This can make a positive impression on your potential colleagues at Jobiqo.
