Trainee Trust And Tax Accountant Bishop’s Stortford 2024

Type: Trainee
Region: Eastern

Tees Law are a Top 200 UK law firm, with over 375 staff across our 6 offices. We provide expert legal services, and independent financial advice. We work for individuals and businesses, professional partnerships, charities, schools and multi-academy trusts, national corporations, and institutions. We were founded in 1913 and have grown from a traditional family firm with strong roots.

Tees’ vision is to be the firm of choice for exceptional service. We pride ourselves in being easy to talk to – we talk openly, honestly, and with empathy. No matter how complex a situation, we provide straightforward, long-term solutions for a better future. Drawing on our years of experience, we anticipate our clients’ needs and share our insights. At Tees we want to create a better future for our clients, for you and for your family.

The department

At Tees we are renowned for our specialist Private Client team. The Team advise on the preparation of wills, wealth protection and inheritance tax planning, the administration of complex estates, inheritance, and trust services and on all elderly client matters.

Our team provides the whole range of complementary private client services to individuals, with high-quality advice in family matters, litigation, property, conveyancing, and regulatory areas.

The role

We have a new opportunity for a Trainee Trust and Tax Accountant to our Bishop’s Stortford office.

Here at Tees we have an exciting opportunity for a Trainee Trust and Tax Accountant to work within our growing Trust and Tax Accountancy team, that forms part of our wider Private Client department. You will work closely with the Head of our Trust and Tax Accountancy team and will learn and progress by assisting our Solicitors and Trust Accountants in providing a quality, tailored and supportive tax and accountancy service to a range of clients.

This role does not require experience in accounting as full training will be provided, the right candidate will need to show an aptitude for numbers and a desire to learn and develop new skills whilst working within a growing and busy team.

The right candidate will be encouraged and supported to attain a relevant professional qualification, namely the Association of Taxation Technicians (ATT) taxation technician qualification (full membership).

Main responsibilities

• Actively participate in the tax team showing initiative and interest to learn the necessary skills and tools required to become a trust and tax accountant.
• Deliver accountancy services in a manner which is cost-efficient for both the client and the firm, following instructions with accuracy.
• Assist our team of trust accountants in the production of tax returns, trust accounts and estate accounts.
• Enter financial data into the relevant computer systems, accurately and efficiently.
• Submit completed tax returns to HMRC online.
• Actively take part in administrative tasks in order to support the trust accountants such as filing and tax payments.

About you

As a Trainee Trust and Tax Accountant your skills and qualifications will include:

• Be able to work accurately and with a strong attention to detail.
• Be comfortable with working with a computer, experience with the systems is not required .
• A basic understanding of book keeping would be desirable but not essential.
• Holding A Levels or equivalent qualifications and have at a minimum grade B/5-6 in Mathematics GCSE.
• Showing responsibility for own workload and an appreciation for managing that workload and adhering to time restrictions.
• An enthusiasm about the area of specialism and desire to progress a career in the sector.
• Ability to act calmly, tactful and efficiently under pressure.
• Demonstrating a passion for and delivering a high level of client service.

If you would like to join and learn from a fantastic team that provide specialist tax and accounting services to a growing number of trustees, executors and individuals, within a dynamic firm with great career prospects then this role could be for you – please send us your CV with a brief covering letter outlining why you are perfect for Tees!

Other information

• An attractive salary
• Discretionary payments
• Birthday holiday
• 25 days annual leave, plus bank holidays with entitlement increasing with length of service
• Compassionate leave
• Employee assistance programme through Health Assured (including Counselling sessions, 24/7 access to trained Counsellors, Health Assessments, 4-week wellness programs, and more)
• Contributory pension
• Discounted legal services
• Discounted financial advice services
• Life assurance
• Permanent health insurance
• Interest free season ticket and travel loans
• Cycle to work scheme
• Eye care
• Access to a discount platform that includes special rate cinema tickets, shopping discounts and free treats from Cafe Nero and Greggs
• Discounted gym membership
• Social events throughout the year
• Payment for professional memberships and development opportunities
• A day’s leave per year to undertake Volunteer Day
• The opportunity to become involved with firm initiatives such as the Tees Better Future Fund and the ESG project.

If you are ambitious, driven, and want to work with a firm focused on helping give our clients a better future, then you are aligned in our aim to achieve that and empower you to be your absolute best. You will have a blended working schedule, giving you the freedom to arrange your days to benefit your commitments – in and out of the office. We understand that both the big and small details are important and believe that rewarding staff for their contributions and investing in their future is vital to the growth of our firm.

At Tees, diversity and inclusion are the heart of our vision for a better and more equitable future. We embrace diversity in all its forms, including but not limited to race, ethnicity, gender, sexual orientation, age, disability, religion, and socioeconomic background. We recognise that by embracing diversity, we can harness the collective power of our employees and create a culture that promotes collaboration, empathy, and understanding.

By prioritising diversity and inclusion, we believe that we create a more innovative, creative, and compassionate workplace. Our diverse perspectives lead to better problem-solving and enhanced decision-making, enabling us to better serve our customers and make a positive impact.