At a Glance
- Tasks: Assist with trust administration, tax returns, and client bookkeeping.
- Company: Join a growing team in a supportive and professional environment.
- Benefits: Competitive salary, flexible working hours, and full training provided.
- Other info: Dynamic role with opportunities for growth and development in the finance sector.
- Why this job: Gain valuable experience in accounts while making a real impact on clients' lives.
- Qualifications: Strong numeracy skills and proficiency in Microsoft Office; finance graduates welcome.
The predicted salary is between 27000 - 28000 £ per year.
We are seeking another motivated individual to join the Tax & Accounts team. Due to the growth demand of the business, the team is growing again. The individual will be working in the office alongside a dedicated team of professionals with decades of experience in creating, managing and winding up trusts. The individual will also assist trustees and beneficiaries in managing all aspects of the administration of a trust and assist with bespoke tasks such as preparing annual tax returns and registering trusts.
This is a permanent role that could be considered full time or part time potentially depending on experience. You will be happy to work in the Alresford office now and then in the Twyford office later in the year with flexibility to work from Alresford as and when required.
The Role
- Trust Administration, Registration and Tax returns alongside personal tax returns.
- Preparing Accounts for Clients, including reconciling, data inputting and managing customer relations.
- Daily bookkeeping duties for the trusts under management.
- Client bank reconciliations.
- Being aware of deadlines for individual assignments.
- Manage day-to-day relationships with trust beneficiaries, acting as a primary point of contact for queries, requests and ongoing support.
- Build trusted, professional relationships through clear communication, empathy and consistency, ensuring beneficiaries feel informed and supported throughout the life of the trust.
- Liaise with trustees, legal advisers and internal teams to ensure beneficiary needs are understood, documented and actioned accurately, maintaining high standards of confidentiality, safeguarding awareness and professionalism always.
Skills
- Competent in using Microsoft Office Packages, particularly Excel. Willing to be trained on Excel and other software such as CCH Trust Accounts.
- Bookkeeping experience is desirable - however full training will be provided.
- Adaptable, outgoing and confident.
- Strong numeracy ability.
- A good communicator with staff and clients alike.
- Exceptional attention to detail and the ability to spot anomalies.
- Full UK Driving Licence.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Strong organisational skills, and the ability to work effectively in a team.
- Excellent written and verbal communication skills.
- Might suit a finance graduate.
This is an on-site opportunity that would really suit someone wanting to gain experience within an accounts team and develop within the business. The company offers a flexi time working pattern.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Accounts & Tax Assistant in Winchester employer: Tate Cambridge
Join a dynamic and supportive team in Alresford/Twyford, where your growth is our priority. With a flexible working pattern and a commitment to professional development, we offer a collaborative work culture that values communication and empathy. As an Accounts & Tax Assistant, you'll gain hands-on experience while contributing to meaningful trust administration, all within a company that champions equal opportunities and individual respect.
StudySmarter Expert Advice🤫
We think this is how you could land Accounts & Tax Assistant in Winchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and accounts field. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research common questions for accounts and tax roles, and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your skills effectively.
✨Tip Number 3
Show off your skills! If you’ve got experience with Excel or bookkeeping, be ready to demonstrate it. Bring examples of your work or even create a mini portfolio to share during interviews. It’s all about proving you can hit the ground running!
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for motivated individuals to join our team. Plus, applying directly gives you a better chance of standing out to hiring managers. So, what are you waiting for? Get your application in!
We think you need these skills to ace Accounts & Tax Assistant in Winchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Accounts & Tax Assistant role. Highlight any relevant experience, especially in bookkeeping or tax returns, and don’t forget to showcase your skills in Microsoft Office, particularly Excel!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our team and how your background makes you a great fit for the role. Be genuine and let your personality come through.
Showcase Your Communication Skills:Since this role involves liaising with trustees and beneficiaries, make sure to demonstrate your excellent written communication skills in your application. Clear and concise language will show us you can handle client relations effectively.
Apply Early!:Don’t wait until the last minute to submit your application. We encourage you to apply early to avoid disappointment, as we’ll be interviewing throughout the application period. Head over to our website to get started!
How to prepare for a job interview at Tate Cambridge
✨Know Your Numbers
Brush up on your numeracy skills and be prepared to discuss your experience with bookkeeping and accounts. Familiarise yourself with basic accounting principles, as well as any specific software mentioned in the job description, like CCH Trust Accounts.
✨Master Microsoft Office
Since proficiency in Microsoft Office, especially Excel, is crucial for this role, make sure you can confidently navigate spreadsheets. Consider practising functions, formulas, and data management techniques to showcase your skills during the interview.
✨Build Rapport
This position involves managing relationships with trust beneficiaries, so practice your communication skills. Think of examples where you've successfully built professional relationships, demonstrating empathy and clarity in your interactions.
✨Show Your Adaptability
The role requires someone adaptable and outgoing. Prepare to share experiences where you've had to adjust to new situations or learn quickly. Highlight your willingness to embrace training opportunities and your enthusiasm for working in a team environment.
