Accounts Technician

Description

We are currently recruiting on behalf of our client for an Accounts Technician to join their Probate, Trust and Estate team within a well-established and highly regarded practice. This is an excellent opportunity for a detail-oriented and technically strong professional to develop specialist expertise in a niche and rewarding area of accountancy.

The role offers exposure to a varied portfolio of probate, trust, and estate matters, working closely with experienced professionals and clients. In return, our client offers an outstanding benefits package, a competitive salary, and a supportive environment with opportunities for ongoing development and progression.

As the Accounts Technician you will be:

* Preparing draft grants of probate applications

* Capturing estate data using specialist software to generate forms and computations

* Drafting estate accounts with accuracy and clarity

* Providing support to non-probate staff as needed

* Prepare self-assessment tax returns

* Submitting forms for trusts

* Registering trusts and estates

* Monitoring trust anniversaries and ensure timely reporting

* Engage directly with probate, estate, and trust clients

* Build and maintain strong client relationships via phone, email, and meetings

* Draft client bills promptly and accurately

* Assist Partners, Associates, and Managers with ad hoc tasks

* Perform general administrative duties as required

As the Accounts Technician, you will have:

* Detail-oriented and proactive approach

* Excellent communication and interpersonal skills

* Proficiency in Microsoft Office Suite

* Experience in probate or tax services is beneficial but not essential

By applying for this role, as an Accounts Technician, you are agreeing to your CV being held on our database, stored confidentially and securely. Your CV details will be used and kept only to provide recruitment services.

We will only send your details to clients once discussed with you and your data will not be shared with any other third party. You can ask for the deletion or correction of your data, or to opt out of this service at any point by informing Exact Sourcing. We very much look forward to hearing from you and will be reviewing all applications over the next 2 to 3 weeks.

If you are selected, we will be in contact and if not, we will be keeping your details on file for any future vacancies. xjnqpsq Please 'like’ us on Facebook to keep updated with any future opportunities.

Exact Sourcing is an equal opportunities employment agency

Ad ID: 5417708184