Tax assistant Work, Jobs in Winchester (with Salaries)

Trainee Legal Support Assistant (Apprenticeship) - Succession & Tax
Blake Morgan —Southampton
- £15,000 a year
- Computer literacy
- Maths
- Organisational skills
7d
Accounts Assistant (Maternity Cover)
Boskalis —Fareham
- Full-time
- Hybrid work
- Data entry
- Free parking
Trainee Accountant/Bookkeeper
KM ACCOUNTING AND BOOKKEEPING —Havant
- £24,000 a year
- Part-time
- English
- Organisational skills
- Communication skills
- Annual leave
- Flexitime
Quick apply
7d
Assistant Tax Compliance Manager
HWB Chartered Accountants —Eastleigh
- Full-time
- Communication skills
- Tax experience
- Free parking
12d
Nursery Domestic Assistant
Childbase Partnership —Winchester
- £12.87 an hour
- Monday to Friday
- Annual leave
- Employee discount
Quick apply
1d
NVQ L2 Qualified Pharmacy Assistant
Day Lewis Pharmacy —Chandler's Ford
- Full-time
- Travel
- Front desk
- Free parking
5d
Recreation Assistant
GLL —Newbury
- Up to £13.45 an hour
- Part-time
- Customer service
Assistant Financial Accountant (EMEA)
Britax —Andover
- Full-time
- Continuous improvement
- Organisational skills
- Leadership
Quick apply
Financial Accountant
cloudpay —Andover
- Full-time
- Analysis skills
- Continuous improvement
- Communication skills
- Employee assistance programme
- Bereavement leave
Shopfloor Assistant
Selco —Portsmouth
- £13.35 an hour
- Full-time
- Customer service
- Forklift
- Employee assistance programme
- Employee discount
6d
Apprentice Retail Sales Assistant
Superdrug —Southampton
- £9.75 an hour
- Customer service
- In-person
- Communication skills
- Store discount
- Employee discount
Quick apply
Assistant manager designate
Superdrug —Basingstoke
- Up to £34,000 a year
- Weekend availability
- Travel
- Retail management
- Store discount
- Annual leave
Retail Sales Advisor
Brewers Decorator Centres —Alton
- £22,430 a year
- Customer service
- Communication skills
- Employee assistance programme
SEND - Learning Support Assistant
Elementa Support Services —Stedham
- £90 - £130 a day
- Part-time
- Experience working with children
- Communication skills
- School
Delivery Driver/Branch Assistant
LKQ Corporation —Fareham
- Part-time
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
Assistant Chef
Bupa —Southampton
- £14.09 - £15.59 an hour
- Full-time
- Serving
- Management
- Budgeting
- Employee discount
- Gym membership
Quick apply
Outdoor Plants - Retail Assistant - Part Time - Forest Lodge
Haskins —Farnham
- £8.00 - £12.71 an hour
- Part-time
- Heavy lifting
- Customer service
- Merchandising
- Free parking
- Employee discount
Quick apply
Outdoor Plants - Retail Assistant - Part Time - Forest Lodge
Client Careers Site —Farnham
- £8.00 - £12.71 an hour
- Part-time
- Heavy lifting
- Customer service
- Merchandising
- Free parking
- Employee discount
Quick apply
Customer Service Assistant - Sundays (7.5 hours per shift) - Forest Lodge
Haskins Garden Centres —Farnham
- Up to £12.71 an hour
- Part-time
- Cash handling
- Restaurant
- Free parking
- Employee discount
7d
Hinkler, Southampton
Marston's Pubs —Southampton
- Sales
Quick apply

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Trainee Legal Support Assistant (Apprenticeship) - Succession & Tax

Blake Morgan -
Southampton

Apply Now

Job details

Fixed term contract
£15,000 a year
7 days ago

Qualifications

Document control
Meeting coordination
Client engagement
Computer literacy
Filing
Numeracy
Maths
Organisational skills
Front desk
Computer skills
Document management
Wills and probate
Communication skills
Client onboarding compliance checks

Full job description

About the role
We are currently looking for a Trainee Legal Support Assistant to join our Southampton based Private Client team.

You will spend one day a week studying and one day a month at college studying a Business Administration Level 3 Apprenticeship.

Salary on offer for this role is £15,000.

Typical Workload
This role will provide administrative support to lawyers within the South Coast and London Succession and Tax Teams and wider Business Group.

Responsibilities will include, but not be limited to:

Post:
- scanning/electronic distribution of incoming post
- printing, engrossing documents, adding enclosures and dispatch of outgoing post
Enquiries:
- First point of contact for clients and 3rd parties phoning into the team with enquiries in particular regarding new instructions for Wills, LPAs, probates and archived documents
- First point of contact for clients arriving at our office in person (whether or not by appointment) and assisting with client meetings as needed eg witnessing documents, copying documents/ID etc, escorting clients to/from meeting room
- Preparing File Notes to record enquiries
- Liaising with team managers regarding enquiries
- Managing enquiries in accordance with team policies
Documents – management and retrieval from storage:
- Organisation of documents including printing and bundling of documents and binding engrossments, scanning and organising e-files, timely sending out of documents to relevant parties
- Creating archive records for wills, LPAs, deeds etc
- First point of contact for clients and 3rd parties wishing to retrieve documents
- Document retrieval and delivery to clients and third parties in accordance with team guidelines
File inception:
- Opening new client/matter in Peppermint/DMS upon receipt of Risk Matrix from lawyer
- Saving template Terms of Business and template Letter of Engagement to DMS for lawyer to settle
- ID verification using IDU App where possible
- Running conflict checks, obtaining AML documents, creating the e-file and all relevant sub-files; and
- Undertaking SmartSearches and saving to DMS
File Closure:
- Ensuring that all documents are stored to DMS and that original Wills and other important documents as directed by team managers are saved at matter 000000 (Client level)
- Electronic archiving to include scanning in paper files as necessary
General Support:
- Accounts/billing responsibilities including preparing entries in Peppermint, dealing with bankruptcy searches and receipts for monies in and out in accordance with our regulatory requirements, preparing WIP reports, allocating disbursements to matters, preparing draft bills for lawyer approval, managing bill issuance process
- Collating, analysis and reporting of data as required by lawyers/clients
- Conference and meeting arrangements, diary management
- Other ad hoc duties as required by team managers
- Generally assist and work cooperatively with other LSAs to provide support the team as appropriate
Skills / Experience Required
- Good spread of GCSEs (4-9) including English and Maths
- Demonstrates ACTS values and behaviours
- Strong IT skills and aptitude and able to adapt to new technologies and systems
- Experienced user of Word, Outlook, Excel, MS Teams and Zoom
- Excellent communication skills are essential (oral and written)
- Ability to work productively with Partners and staff across the team
- Able to engage fully with our clients and other professionals and organisation contacts to provide an excellent service
- Highly numerate
- Strong organisational skills
- Ability to prioritise
- Willing to learn and improve skills
- A willing team player
- Positive and enthusiastic approach
- Attention to detail and accuracy
- Adaptable, flexible and ability to multi-task
The interview process will start as soon as suitable candidates have been identified.

About You
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Refine Your Search

tax assistant jobs in winchester

Trainee Legal Support Assistant (Apprenticeship) - Succession & Tax

Accounts Assistant (Maternity Cover)

Trainee Accountant/Bookkeeper

Assistant Tax Compliance Manager

Nursery Domestic Assistant

NVQ L2 Qualified Pharmacy Assistant

Recreation Assistant

Assistant Financial Accountant (EMEA)

Financial Accountant

Shopfloor Assistant

Apprentice Retail Sales Assistant

Assistant manager designate

Retail Sales Advisor

SEND - Learning Support Assistant

Delivery Driver/Branch Assistant

Assistant Chef

Outdoor Plants - Retail Assistant - Part Time - Forest Lodge

Outdoor Plants - Retail Assistant - Part Time - Forest Lodge

Customer Service Assistant - Sundays (7.5 hours per shift) - Forest Lodge

Hinkler, Southampton

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