Trusts Tax & Accounts Administrator
Job Description
Location: Coventry and Leamington Spa
Salary: Competitive and dependent on experience
Hours: Permanent, Monday-Friday (36.5 hours per week)
At HB&O, we’re a team of passionate experts, specialising in supporting businesses and individuals through every stage of their professional and personal life. Our clients come from all different walks of life, operate in all kinds of different sectors and bring different experiences, passions and motivators to their work, but they all have a common goal: to be successful in their own right. We believe that our team should echo this too.
An opportunity has arisen for an experienced trust tax and accounts administrator to support our Inheritance Tax, Trusts, and Estates Team.
Responsibilities and Duties:
- Preparing trust, estate, and possibly some personal tax returns,
- Preparing trust and estate accounts,
- Calculating tax liabilities,
- Corresponding with colleagues, clients, and third parties, to obtain information and notify of liabilities, etc.
- Assisting with trust registrations and ongoing compliance requirements,
- Providing support with tax planning work, including note taking at meetings,
- Coordinating HMRC correspondence and queries,
- Managing deadlines, filings, and compliance calendars,
- Supporting the onboarding of new clients, including AML checks
Essential skills and experience:
- Proven experience in preparing trust and estate tax returns (and ideally accounts), either with HMRC or in a tax advisory or accountancy/legal practice environment,
- Strong understanding of UK tax compliance around trusts,
- Good working knowledge of Iris tax software would be an advantage,
- Exceptional organisational and time management skills,
- Ability to work independently,
- Strong communication skills, both written and verbal.
Desirable qualifications:
- Qualified/Part Qualified TEP
Job Benefits:
- Career progression opportunities
- Flexi-hours – we have core hours from 9.30am to 4.30pm, then work the rest around your schedule
- 2pm finish on Friday
- Hybrid working
- Quarterly bonus scheme
- Free car parking
- Employee discount platform
- Regular social events
- Wellbeing strategy and dedicated wellbeing team
- Enhanced employer pension contribution
- Enhanced maternity, paternity, and adoption leave
- Funded CPD courses
To apply for this role, please follow this link: Apply now.
We look forward to hearing from you.
Career Benefits
Flexi-hours
We have core hours from 9.30 to 4.30, then work the rest around your schedule.
Internal Promotion Opportunities
Once qualified, we have a graded management system so there is always somewhere to move up internally.
Free Car Parking
No one wants to try and find a parking space before your first morning coffee. We’ve got plenty of parking at both our offices.
Employee Discount Platform
From your supermarket shop to holidays you can save with our exclusive discount programme.
Due to the number of applications received, only successful candidates will be contacted.
By applying for this vacancy and sending a copy of your CV, you are giving consent to Harrison Beale & Owen Limited to store your details in its database for the purposes of sharing future employment opportunities. We will hold your data over the next six months should your initial application be unsuccessful.
We always treat personal details with the utmost care and in accordance with GDPR. You can withdraw this consent at any time by emailing [email protected].
Contact Us
Want to find out more about us or enquire about working together? We’d love to hear from you. Head over to our enquiry page, fill in the form and we will be in touch!
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