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 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.
Accounts & Tax Assistant. Job in Colden Common LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
At LilyLifestyle, we pride ourselves on being an excellent employer, offering a supportive work culture that fosters professional growth and development. Our team in Colden Common is dedicated to providing comprehensive training and mentorship, ensuring that every employee has the opportunity to thrive in their role while enjoying a flexible working pattern. With a focus on collaboration and clear communication, we create an environment where employees feel valued and empowered to make a meaningful impact.
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
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 at companies like LilyLifestyle.
✨Tip Number 2
Prepare for those interviews! Research common questions for accounts and tax roles, and practice your answers. We want you to feel confident and ready to showcase your skills and enthusiasm for the role.
✨Tip Number 3
Show off your personality! When you get the chance to meet the team, be yourself. Employers love candidates who can build relationships and communicate well, especially in a role that involves liaising with trustees and beneficiaries.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for motivated individuals to join our growing team, so don’t hesitate to put yourself out there!
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 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 this role and how your background makes you a great fit for the team. 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. The advert will remain open until the position is filled, so applying early can give you an edge. Plus, we love seeing enthusiastic candidates who are eager to join our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Numbers
Brush up on your accounting basics and be ready to discuss key concepts related to trust administration and tax returns. Familiarise yourself with common terms and processes, as this will show your enthusiasm and readiness for the role.
✨Showcase Your Communication Skills
Since you'll be managing relationships with beneficiaries and trustees, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles or during your studies, highlighting your ability to empathise and support others.
✨Demonstrate Attention to Detail
Prepare to discuss situations where your attention to detail made a difference. Bring up any experiences where you spotted errors or improved processes, as this is crucial in accounts and tax work. Consider bringing a sample of your work if applicable!
✨Be Ready to Adapt
Flexibility is key in this role, so think of examples where you've successfully adapted to change. Whether it’s learning new software or adjusting to different team dynamics, showing that you can thrive in a changing environment will set you apart.
