Accounts Technician
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 applicationsCapturing estate data using specialist software to generate forms and computationsDrafting estate accounts with accuracy and clarityProviding support to non-probate staff as neededPrepare self-assessment tax returnsSubmitting forms for trustsRegistering trusts and estates Monitoring trust anniversaries and ensuring timely reportingEngage directly with probate, estate, and trust clientsBuild and maintain strong client relationships via phone, email, and meetingsDraft client bills promptly and accuratelyAssist Partners, Associates, and Managers with ad hoc tasksPerform general administrative duties as requiredAs the Accounts Technician, you will have: Detail-oriented and proactive approachExcellent communication and interpersonal skillsProficiency in Microsoft Office SuiteExperience in probate or tax services is beneficial but not essentialBy 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. Please 'like’ us on Facebook to keep updated with any future opportunities.Exact Sourcing is an equal opportunities employment agency.
read more