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.
- Why this job: Gain valuable experience in accounts while making a real difference for clients.
- 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 Colden Common employer: Tate
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 environment that values clear communication and empathy. As part of our Tax & Accounts team, 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 Colden Common
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about opportunities in accounts and tax. A friendly chat can lead to insider info or even a referral!
✨Tip Number 2
Prepare for interviews by brushing up on common questions related to trust administration and tax returns. We recommend practising your answers with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Show off your skills! If you have experience with Excel or bookkeeping, be ready to discuss specific examples during interviews. We want to see how you can bring value to the team!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Accounts & Tax Assistant in Colden Common
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 strong communication skills in your application. Use clear and concise language, and don’t shy away from sharing examples of how you’ve built relationships in the past.
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 candidates throughout the process. Head over to our website and get your application in!
How to prepare for a job interview at Tate
✨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
Familiarise yourself with Microsoft Excel and other Office packages. If you can, practice using functions and formulas in Excel, as this will likely come up during the interview. Showing that you're comfortable with these tools will give you an edge.
✨Communicate Clearly
Since the role requires managing relationships with trustees and beneficiaries, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles or experiences, highlighting your ability to build trust and rapport.
✨Show Your Adaptability
Be ready to discuss times when you've had to adapt to new situations or learn new skills quickly. This role values adaptability, so sharing specific examples will demonstrate that you're a good fit for their dynamic team environment.
