At a Glance
- Tasks: Support the Tax & Accounts team with trust administration and client bookkeeping.
- Company: Join a growing team in a supportive and professional environment.
- Benefits: Flexible working hours, competitive salary, and full training provided.
- Other info: Perfect for finance graduates looking to kickstart their career.
- Why this job: Gain valuable experience in accounts while making a real difference for clients.
- Qualifications: Strong numeracy skills and proficiency in Microsoft Office; training available.
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 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 a Tax and Accounts Support Assistant. Join our dedicated team of professionals and enjoy the unique advantage of working in a dynamic environment where your contributions are valued and recognised.
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 the company and the role thoroughly. Be ready to discuss how your skills align with their needs, especially around trust administration and tax returns. Confidence is key, so practice your responses to common interview questions.
✨Tip Number 3
Show off your personality! When you get the chance to meet the team, be yourself. They’re looking for someone who fits in well with their culture, so let your adaptability and outgoing nature shine through during conversations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team and eager to contribute to their growth in the tax and accounts space.
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 the perfect fit for our team. Mention your adaptability and strong communication skills, and how they align with our values at StudySmarter.
Showcase Your Attention to Detail:In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. This not only shows your diligence but also reflects the high standards we uphold at StudySmarter.
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 Adaptability
The job requires flexibility in working locations and tasks. Be ready to share instances where you've adapted to changing circumstances or taken on new responsibilities. This will show that you're a team player who can thrive in a dynamic environment.
✨Prepare Questions
Have a few thoughtful questions ready for your interviewers about the team dynamics, training opportunities, or the company's approach to trust administration. This not only shows your interest in the role but also helps you assess if it's the right fit for you.
