At a Glance
- Tasks: Assist with trust administration, tax returns, and client bookkeeping in a supportive team.
- Company: Join a growing firm with experienced professionals in a collaborative environment.
- Benefits: Flexible working hours, competitive salary, and full training provided.
- Other info: Perfect for finance graduates looking to kickstart their career in accounts.
- Why this job: Gain valuable experience in finance while making a real impact on clients' lives.
- Qualifications: Strong numeracy skills, good communication, and proficiency in Microsoft Office.
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 offer 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.
Trust & Tax Accounts Assistant — Flexi Time in Winchester employer: Tate Cambridge
Join a dynamic and supportive team at our Alresford office, where we prioritise employee growth and development in the Trust & Tax sector. With flexible working hours and a collaborative work culture, you will have the opportunity to learn from experienced professionals while making a meaningful impact on clients' lives. Our commitment to equal opportunities ensures that every team member feels valued and supported in their career journey.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Tax Accounts Assistant — Flexi Time in Winchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and accounts world. Let them know you're on the lookout for opportunities like the Trust & Tax Accounts Assistant role. You never know who might have the inside scoop or can put in a good word for you!
✨Tip Number 2
Prepare for those interviews! Research common questions for accounts assistant roles and practice your answers. Be ready to showcase your skills in Excel and bookkeeping, and don’t forget to highlight your attention to detail and communication skills.
✨Tip Number 3
Show your enthusiasm! When you get the chance to chat with potential employers, express your excitement about the role and the company. Let them know why you’re keen to join their team and how you can contribute to their success.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application for the Trust & Tax Accounts Assistant position. Plus, it shows you’re serious about joining us. Don’t wait too long; the sooner you apply, the better your chances!
We think you need these skills to ace Trust & Tax Accounts Assistant — Flexi Time in Winchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Trust & Tax Accounts Assistant role. Highlight any relevant bookkeeping experience or proficiency in Microsoft Office, especially Excel, as these are key for us.
Craft a Personal Cover Letter:Use your cover letter to tell us why you're excited about this position. Share your passion for accounts and trust administration, and how you can contribute to our team. A personal touch goes a long way!
Showcase Your Communication Skills:Since you'll be managing relationships with beneficiaries and trustees, it's important to demonstrate your communication skills in your application. Use clear and concise language, and don’t forget to proofread for any errors!
Apply Early!:We encourage you to apply through our website as soon as possible. The sooner you get your application in, the better your chances of securing an interview. Don’t wait until the last minute!
How to prepare for a job interview at Tate Cambridge
✨Know Your Numbers
Brush up on your numeracy skills and be ready to discuss any relevant financial concepts. Since the role involves preparing accounts and tax returns, being able to demonstrate your understanding of these areas will show that you're serious about the position.
✨Master Microsoft Office
Make sure you're comfortable using Microsoft Excel and other Office packages. Familiarise yourself with basic functions and data management techniques, as you'll likely be asked about your proficiency during the interview. If you have experience with CCH Trust Accounts, mention it!
✨Build Rapport
Since this role involves managing relationships with trustees and beneficiaries, practice your communication skills. Think of examples where you've successfully built trust and rapport in previous roles or experiences, as this will highlight your ability to connect with clients.
✨Show Your Adaptability
The job requires flexibility in working hours and locations, so be prepared to discuss how you've adapted to changing circumstances in the past. Share specific examples that showcase your adaptability and willingness to learn, which will resonate well with the team.
