At a Glance
- Tasks: Support a dynamic Tax and Trusts team with administration and client management.
- Company: Join a highly regarded legal firm in York with a supportive culture.
- Benefits: Enjoy flexible working, 25 days holiday, and a loyalty scheme.
- Other info: Part-time hours considered; excellent growth opportunities await.
- 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.
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:
- Providing accurate and organised support to the Tax and Trusts team, helping to ensure client matters are managed efficiently, professionally and with care.
- 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:
- 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 Christmas
- Length of Service loyalty scheme
- Employee Assistance programme
Trust and Tax Accounts in York employer: KD Recruitment
Join a highly regarded legal firm in York as a Trust Administrator, where your expertise in trusts and tax will be truly valued within a supportive and specialist team. Enjoy a dynamic work culture that promotes employee growth with flexible working options, generous holiday allowances, and a commitment to professional development, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Trust and Tax Accounts in York
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as KD Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Trust and Tax Accounts in York
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch KD Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at KD Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at KD Recruitment!
How to prepare for a job interview at KD Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for KD Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within KD Recruitment. It helps to show our commitment!
