At a Glance
- Tasks: Assist with trust administration, tax returns, and client bookkeeping.
- 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 career development.
- Why this job: Gain valuable experience in finance while making a real impact.
- 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.
Tax and Accounts Support Assistant. Job in Colden Common LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
At our Colden Common office, we pride ourselves on fostering a supportive and collaborative work environment where every team member is valued. With a focus on professional development, we offer comprehensive training and flexible working arrangements to help you thrive in your role as a Tax and Accounts Support Assistant. Join us to be part of a dedicated team that prioritises employee growth and well-being while making a meaningful impact in trust administration.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Tax and Accounts Support Assistant. Job in Colden Common LilyLifestyle Jobs
✨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, 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 common questions for accounts assistant roles and practice your answers. Make sure you can talk about your skills with Excel and bookkeeping confidently, as these will be key in impressing your interviewers.
✨Tip Number 3
Show off your personality! When you get the chance to meet potential employers, let your enthusiasm shine through. Being adaptable and outgoing is a big plus, so don’t be afraid to show them how you can fit into their team.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It gives us a better chance to connect with you and understand what makes you a great fit for the Tax & Accounts team. Don’t miss out!
We think you need these skills to ace Tax and Accounts Support Assistant. Job in Colden Common LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Tax and Accounts Support Assistant role. Highlight any relevant experience, especially in bookkeeping or trust administration, 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 passionate about this role and how your background makes you a great fit for the team. Be sure to mention your adaptability and strong communication skills.
Showcase Your Attention to Detail:In the world of accounts, attention to detail is key. When filling out your application, double-check for any typos or errors. This will show us that you take pride in your work and understand the importance of accuracy.
Apply Through Our Website:We encourage you to apply through our website for the best chance of success. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
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.
✨Master Microsoft Office
Since proficiency in Microsoft Office, especially Excel, is crucial for this role, make sure you can confidently navigate spreadsheets. Consider practising functions and formulas that are commonly used in accounting to impress during your interview.
✨Showcase Your Communication Skills
This role involves liaising with trustees and beneficiaries, so be ready to demonstrate your communication abilities. Prepare examples of how you've effectively managed relationships in previous roles or during your studies, highlighting your empathy and clarity.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills and attention to detail. Think of scenarios where you had to manage deadlines or resolve conflicts, and be prepared to explain how you handled them while maintaining professionalism.
