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For Companies At a Glance
- Tasks: Manage trusts and estates, prepare accounts, and assist with tax planning.
- Company: Leading chartered accountancy firm in Bristol with a growing Trusts and Estates team.
- Benefits: Competitive salary, flexible hours, hybrid working, and study support.
- Why this job: Join a dynamic team and develop your career in a specialist field.
- Qualifications: Studying ATT, CTA, ACA, or ACCA with experience in accountancy.
- Other info: Opportunity for career progression and professional development.
The predicted salary is between 27000 - 35000 £ per year.
Trusts and Estates Semi Senior to join a firm of accountants in Bristol. Career progression, study support within a growing specialist department.
About Our Client
Based in Bristol, this is a highly regarded and leading chartered accountancy firm with a successful, growing and busy Trusts and Estates team acting for a wide spectrum of trustees, executors and beneficiaries, managing over 600 trusts and providing support across the full spectrum of estate and succession matters. The firm provides a quality compliance service, along with delivering on wide ranging planning work. There will be opportunity to develop technically, working closely with partners and management team offering the chance to progress in your career. Full or Part time hours can be explored along with a good mix of home to office/hybrid working on offer and highly competitive salaries and benefits on offer.
Job Description
Joining as a Trusts and Estates Semi Senior based from the firms Bristol offices you will deliver annual accounts & tax returns as well as increasing involvement in tax planning work in areas such as inheritance tax planning. Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration. Supporting junior members of the team. Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations. Supporting executors with estate administration and probate requirements. Liaising with trustees, beneficiaries, solicitors and investment managers. Assisting senior colleagues with succession and estate planning projects. Providing clear, practical guidance to clients in a professional and empathetic manner. You will build relationships with clients and the role and firm provides an opportunity for you to develop in your accounts and tax career within this specialist field.
The Successful Applicant
You may be studying ATT, CTA, ACA, ACCA etc and will have either developed your career within the trust and estates service line or bring a focused personal tax career within accountancy practice, or more mixed all around general practice, accounts and tax career and be interested in diversifying and moving into this client service line. Your experience will have been developed within in an accountancy firm of any size and you will be looking to progress and develop in your career within a growing, leading chartered firm.
What's on Offer
£27,000 - £35,000 + dependent on experience and background, negotiable with benefits.
Personal Tax Semi Senior, Trusts and Estates Semi Senior in Bristol employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Semi Senior, Trusts and Estates Semi Senior in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their approach to trusts and estates, and think about how your skills align with their needs. This will help you stand out as a candidate who’s genuinely interested.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your experience and how it relates to the role of Trusts and Estates Semi Senior. The more you practice, the more confident you'll feel when it counts!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Personal Tax Semi Senior, Trusts and Estates Semi Senior in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trusts and Estates Semi Senior role. Highlight any relevant qualifications like ATT, CTA, ACA, or ACCA, and showcase your experience in managing trusts and estates.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working in trusts and estates. Mention specific experiences that demonstrate your ability to provide clear, practical guidance to clients.
Showcase Your Soft Skills: In this role, you'll be liaising with various stakeholders. Make sure to highlight your communication and interpersonal skills in your application. We want to see how you can build relationships with clients and work effectively within a team.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to review your application and get back to you quickly!
How to prepare for a job interview at Page Personnel
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts and estates. Familiarise yourself with key terms, recent changes in tax legislation, and the specific services the firm offers. This will show that you're genuinely interested and prepared.
✨Showcase Your Experience
Be ready to discuss your previous roles and how they relate to the position. Highlight any relevant experience in managing portfolios, preparing accounts, or working with clients. Use specific examples to demonstrate your skills and achievements.
✨Ask Thoughtful Questions
Prepare a few insightful questions about the firm's approach to trust and estate management or their team dynamics. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
✨Emphasise Your Career Goals
Let them know about your aspirations within the field of accountancy. Discuss how this role aligns with your career progression and how you see yourself growing within their team. It’s all about showing that you’re in it for the long haul!
