At a Glance
- Tasks: Manage bookkeeping for trusts, estates, and tax clients while ensuring compliance.
- Company: Join a well-established law firm with a specialist Trust & Tax Management team.
- Benefits: Enjoy hybrid working, ongoing training, and a supportive environment.
- Other info: Collaborative culture with opportunities for professional growth.
- Why this job: Build your career in a dynamic legal setting with real impact on clients' financial matters.
- Qualifications: Experience in bookkeeping, strong attention to detail, and proficiency in accounting software.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking an experienced and proactive Bookkeeper to join a specialist Trust & Tax Management team within a well-established law firm. This is an excellent opportunity for a bookkeeping professional with strong accounting and compliance skills to work within a highly regarded Estates, Tax & Succession environment, supporting a varied portfolio of trust, estate, tax and private client matters.
Key Responsibilities:
- Maintain accurate bookkeeping records for a portfolio of trust, estate and tax clients, including charities.
- Prepare and reconcile annual trust and estate accounts in line with accounting standards.
- Support the preparation of financial information for trust income tax, capital gains tax and inheritance tax.
- Prepare financial schedules and supporting data for tax compliance and HMRC filings.
- Liaise with trustees, beneficiaries, investment managers, HMRC, regarding financial and bookkeeping queries.
- Maintain organised financial records, ensuring compliance with regulatory requirements and firm policies.
- Assist with trust cashflow management, including payments, receipts and distributions.
- Contribute to wider compliance, reporting and administrative projects across the team.
- Produce ad hoc financial reporting and analysis to support decision-making.
About You:
- Proven bookkeeping experience, ideally within trust accounting, private client, trusts & estates, legal or professional services.
- Strong understanding of bookkeeping principles and financial reconciliations.
- Experience preparing annual accounts and financial reports.
- Confidence using accounting software and Microsoft Excel.
- Excellent organisational skills with strong attention to detail.
- Strong communication skills and the ability to work with clients and professional advisers.
- The ability to manage multiple priorities independently while collaborating effectively within a team.
What's on Offer:
- Hybrid and flexible working arrangements.
- Opportunity to join a specialist Trust & Tax Management team.
- Ongoing professional development and training support.
- Collaborative, supportive and expert-led working environment.
If you are a detail-oriented bookkeeping professional looking to build your career within a specialist trust, tax and private client setting, we would love to hear from you.
We are committed to fostering a diverse and inclusive environment in line with the Equality Act 2010. All qualified applicants will be considered regardless of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, or sexual orientation.
Trust & Tax Bookkeeper in Royal Tunbridge Wells employer: New Appointments Group
Join a well-established law firm that values flexibility and professional growth, offering hybrid working arrangements and a supportive environment within its specialist Trust & Tax Management team. With a focus on ongoing training and development, this role provides an excellent opportunity for bookkeeping professionals to thrive in a collaborative setting while managing a diverse portfolio of trust and estate matters.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Tax Bookkeeper in Royal Tunbridge Wells
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and accounting fields. Attend industry events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your bookkeeping achievements, especially those related to trust and tax management. This can really set you apart from other candidates and give employers a taste of what you can do.
✨Tip Number 3
Prepare for interviews by brushing up on common questions specific to bookkeeping in a legal environment. Be ready to discuss your experience with compliance and financial reporting, as these are key in this role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Trust & Tax Bookkeeper in Royal Tunbridge Wells
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your bookkeeping experience, especially in trust accounting and private client matters. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Showcase Your Skills:In your application, emphasise your strong understanding of bookkeeping principles and financial reconciliations. Mention any experience you have with accounting software and Excel, as these are key for us in this role.
Be Clear and Concise:When writing your cover letter, keep it clear and to the point. We appreciate a straightforward approach that outlines why you’re the perfect fit for our Trust & Tax Management team without unnecessary fluff.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, check out other opportunities while you’re there!
How to prepare for a job interview at New Appointments Group
✨Know Your Numbers
Brush up on your bookkeeping principles and financial reconciliations. Be ready to discuss specific examples from your past experience, especially related to trust accounting and preparing annual accounts. This will show that you’re not just familiar with the concepts but can apply them effectively.
✨Master the Software
Familiarise yourself with the accounting software mentioned in the job description. If you know which tools the firm uses, practice navigating them. Being able to demonstrate your proficiency during the interview will give you a significant edge.
✨Prepare for Compliance Questions
Since compliance is key in this role, prepare to answer questions about regulatory requirements and how you've ensured compliance in your previous roles. Think of specific instances where you maintained organised financial records or liaised with HMRC.
✨Showcase Your Communication Skills
You’ll need to work closely with clients and professional advisers, so be prepared to discuss how you’ve successfully communicated complex financial information in the past. Use examples that highlight your ability to manage multiple priorities while collaborating effectively within a team.
