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Permanent

Accounts and Tax Assistant

Colden Common
money-bag 27000.00-27000.00 Annual
Posted Yesterday

Accounts Assistant Alresford/Twyford Salary- 27/ 28,000 FTEWe are seeking a motivated individual to join the Tax and 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 RoleTrust 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 managementClient 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 ..... full job details .....

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