Accounts & Tax Assistant

Accounts Assistant Alresford/Twyford Salary- 27/ 28,000 FTE

We are seeking a motivated individual to join the Tax & Accounts team. 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 offer 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.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.