Assistant - Trust & Estates

2 weeks ago


Widnes, United Kingdom Adele Carr Recruitment Full time

Well -known accountancy firm is currently experiencing significant growth and is looking to strengthen its Trust & Estates team.

This accountancy firm truly values its team members and is an exciting and supportive place to work.

**About You**:

- Proven accounts knowledge and experience gained in a similar practice environment (but not necessarily Trust)
- Competent IT skills, specifically in using MS Office
- Good communication and interpersonal skills
- The ability to multi task and work under pressure with accuracy and focus.
- Strong organisation and time management skills
- The ability to plan and prioritise tasks

**Job description**:

- Ensure all computerised accounting records for agreed portfolio are maintained in an accurate manner, and seek to ensure they are continually updated.
- Prepare trust accounts, tax returns and associated computations for Trust Manager approval.
- Prepare charity accounts and charity returns for Trust Manager approval.
- Assist the Trust Manager with all correspondence and queries from clients and other associated professionals, e.g. HMRC, brokers, banks, lawyers.
- Assist the Trust Manager with queries as they arise relating to income tax, capital gains tax, inheritance tax and calculations arising.
- Assist the Trust Manager with trust accounting administration.
- Assist with any general department administrative duties which may arise.

**Benefits**:

- Pension
- Life assurance
- Flexible Working Policy/Flexi Time/Working from home 2 days per week
- Opportunity to grow within the company and clear career path
- Social Club

For further information on this or any of our Practice vacancies, please call the Practice Department today for a confidential discussion or alternatively forward your CV.

Please do continue to check our website for other roles which may be of interest

**Salary**: £28,000.00-£35,000.00 per year

**Benefits**:

- Flexitime
- Work from home

Schedule:

- Monday to Friday

Work Location: Hybrid remote in WIDNES


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