At a Glance
- Tasks: Assist in trust administration, tax returns, and client bookkeeping.
- Company: Join a growing team in a supportive and flexible work environment.
- Benefits: Competitive salary, flexible hours, and professional training provided.
- Other info: Dynamic role with opportunities for growth and development in a friendly team.
- Why this job: Gain valuable experience in finance while making a real impact on clients' lives.
- Qualifications: Strong numeracy skills and willingness to learn; 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.
Flexible-Hours Trusts Accounts Assistant in Colden Common employer: Tate
Join a dynamic and supportive team at our Alresford office, where we prioritise employee growth and flexibility. With a strong focus on professional development, we offer comprehensive training and the opportunity to work alongside experienced professionals in trust administration. Our inclusive work culture fosters collaboration and communication, ensuring that every team member feels valued and empowered to contribute meaningfully.
StudySmarter Expert Advice🤫
We think this is how you could land Flexible-Hours Trusts Accounts Assistant in Colden Common
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and accounting sectors. 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 the company and the role thoroughly. Be ready to discuss how your skills, especially in bookkeeping and client relations, can contribute to their team. Confidence is key, so practice your responses with a friend or in front of the mirror!
✨Tip Number 3
Show off your Excel skills! Since this role requires proficiency in Microsoft Office, brush up on your Excel knowledge. Maybe even create a small project or two to demonstrate your abilities during the interview. It’ll show you’re proactive and ready to hit the ground running.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It not only makes it easier for us to track your application but also shows your enthusiasm for joining our team. Don’t wait too long; the sooner you apply, the better your chances!
We think you need these skills to ace Flexible-Hours Trusts Accounts Assistant in Colden Common
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight any bookkeeping experience or relevant qualifications, and don’t forget to mention your proficiency in Microsoft Office, especially Excel!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your background makes you a great fit for our Tax & Accounts team. Keep it friendly and professional!
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 through our website as soon as possible to avoid disappointment, as we’ll be interviewing candidates throughout the application period.
How to prepare for a job interview at Tate
✨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.
✨Showcase Your Communication Skills
Since you'll be managing relationships with trustees and beneficiaries, practice articulating how you would handle various scenarios. Think of examples where you've demonstrated clear communication and empathy, as these are key to building trust.
✨Demonstrate Adaptability
The role requires flexibility in working hours and locations. Be ready to discuss times when you've successfully adapted to changing circumstances or taken on new challenges, showing that you're a team player who can thrive in a dynamic environment.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team, the company culture, and the specifics of the role. This shows your genuine interest and helps you assess if it's the right fit for you.
