At a Glance
- Tasks: Assist with trust administration, tax returns, and client bookkeeping in a supportive team.
- Company: Join a growing team at a reputable firm in Colden Common.
- Benefits: Flexible working hours, competitive salary, and full training provided.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- 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.
Accounts & Tax Assistant. Job in Colden Common LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
At our Colden Common office, we pride ourselves on being an excellent employer that fosters a supportive and collaborative work culture. With a focus on employee growth, we offer comprehensive training and flexible working patterns to help you thrive in your role as an Accounts & Tax Assistant. Join our dedicated team of professionals and enjoy the unique advantage of working in a dynamic environment where your contributions are valued and your career can flourish.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Accounts & Tax Assistant. Job in Colden Common LilyLifestyle Jobs
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on LilyLifestyle. Understand their values, mission, and recent projects. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills match the job description, especially around trust administration and tax returns. The more comfortable you are, the better you'll perform!
✨Tip Number 3
Show off your soft skills! While technical skills are important, don’t forget to highlight your communication and organisational abilities. Talk about how you've built relationships in past roles and how you can bring that to the Accounts & Tax team.
✨Tip Number 4
Apply through our website! We encourage you to submit your application directly on our site. It not only streamlines the process but also shows your enthusiasm for the role. Plus, it’s a great way to ensure your application gets the attention it deserves!
We think you need these skills to ace Accounts & Tax Assistant. Job in Colden Common LilyLifestyle Jobs
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 and tax returns, and don’t forget to showcase your strong numeracy skills!
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 at StudySmarter and how your skills align with the job description. Keep it friendly and professional!
Show Off 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 goes a long way!
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 to get started!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨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 this role involves liaising with trustees and beneficiaries, practice articulating your thoughts clearly. Think of examples where you've successfully communicated complex information or resolved queries, as this will demonstrate your ability to build trusted relationships.
✨Demonstrate Attention to Detail
Prepare to discuss how you ensure accuracy in your work. Bring examples of times when your attention to detail made a difference, whether it was spotting an anomaly in accounts or ensuring deadlines were met without compromising quality.
✨Be Adaptable and Open to Learning
The job mentions training on Excel and other software, so express your willingness to learn. Share experiences where you've adapted to new tools or processes quickly, showing that you're ready to grow within the team.
