We have a new entry level opportunity for a Tax and Trust Assistant to join our established Trusts and Estates team working from our Southampton office. The role will ideally suit someone interested in starting a career within a specialist tax and accounting discipline, and we are open to receiving applications from school leavers or those considering a career change.
Aptitude and a genuine interest in building a career in Tax and Trusts is more important than specific experience, but all applicants must hold the minimum of an A level (or equivalent) in maths or another numerical discipline. Given that this is an entry level role, there will be a requirement to be based from the office for a minimum of 4 days per week, but were open to considering applications from those who require some flexibility in hours. This is largely an administrative role, but support will be provided for undertaking professional level qualifications for the right applicant.
What you can expect from us Working under the guidance of our team of Tax Technicians, Trust Advisors, Senior Associates and Partners your key duties will include:
Assistance with the preparation of trust and estate accounts and tax returns
Assistance with all aspects of trust administration
You will have involvement in a broad range of other tasks which might include dealing with HM Revenue and Customs, processing of outgoing electronic payments and dealing with the day-to-day affairs of our client portfolio, ensuring that engagement letters and the correct due diligence is in place for clients.
About You The successful candidate will be able to demonstrate an active interest in developing a career within a Private Client discipline. To be considered applicants must be able to evidence the following:
An affinity for numbers holding the minimum of an A level or equivalent in a numerical discipline
Excellent interpersonal skills with the ability to communicate clearly and confidently to multiple audiences
Attention to detail, to maintain high professional standards with a focus on quality and delivery
The ability to follow processes and multi-task; this is a dynamic role, and you will be working on multiple clients at the same time
The ability to think outside the box to bring new fresh ideas to how we do what we do
Strong written communication skills
Experience working in a team environment with the ability to integrate with new teams quickly whilst having the confidence to work independently
Computer literacy to include a good understanding of Excel and Microsoft Office Software. Training will be given for tax/accounting software
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