At a Glance
- Tasks: Support a dynamic Tax and Trusts team with administration and client management.
- Company: Join a highly regarded legal firm with a strong regional presence.
- Benefits: Enjoy flexible working, 25 days holiday, and a loyalty scheme.
- Other info: Part-time hours considered; supportive team environment.
- Why this job: Make a real impact in trusts and estates while developing your career.
- 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.
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Trusts and Tax Accounts Administrator in Middlesbrough employer: KD Recruitment Limited
Join a dynamic team as an Insurance Customer Advisor in Hull, where we prioritise employee well-being with hybrid working options and generous holiday allowances, including extra time off during the festive season. Our supportive work culture fosters continuous training and development, ensuring you have ample opportunities for personal and professional growth while making a meaningful impact in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts and Tax Accounts Administrator in Middlesbrough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like KD Recruitment Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trusts and Tax Accounts Administrator in Middlesbrough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to KD Recruitment Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on KD Recruitment Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at KD Recruitment Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with KD Recruitment Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at KD Recruitment Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former KD Recruitment Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
