4 jobs found in Wokingham

The Role Clifton Ingram LLP is recruiting for a Trust & Tax Manager to join our busy and continually growing Wills & Inheritance team, based in any of our three offices (Reading, Farnham or Wokingham).   This position is suitable for a candidate that has worked within a team providing a broad offering of private client matters including wills, inheritance, probate, estate administrations, probate and inheritance tax planning and trusts. The position offers a competitive salary and excellent benefits package. The Candidate The ideal candidate will have previous experience in a similar role, have strong excel skills and knowledge of double entry bookkeeping. Experience of tax return and probate case management software, preferably TaxCalc and Isokon, would be advantageous. Strong communication skills, teamwork and being able to work with light supervision are also important. We would also consider someone with an accountancy background, either AAT or ATT...

Daily tasks: Check bank balances Barclays.net) Client account posting on ledger Supplier invoices collection in readiness to send payment  every Thursday. Allocate  disbursements for payment on Thursday Posting  routine entries i.e. supplier, bills from LAA, Private client invoices etc. Checking  private invoices raised  ,calculation, vat, disbursements, narration, file number. Check emails and respond . Take ad hoc  payments received  through card or online or cash and reconcile card entries with bank statement on day to day basis. Deposit cash, cheque Filing routine paperwork, Collect incoming post and deal with. Weekly task: Client and office  account  reconciliation LAA remittance for the three  offices: monies generally received  every Monday in office account. Collect remittance and pay disbursements on timely basis. Chase disbursement invoices from fee...

We currently have an excellent career opportunity within our Conveyancing Department.  We are looking for an experienced Conveyancing Assistant to provide support to the Conveyancer. Duties and Responsibilities: Assist the Conveyancer to progress the transaction in accordance with laid down procedures and standards. Liaison with clients and keeping them properly informed at all times. To provide support and assistance to the team supervisor as and when required. Ensure the Case Management system is used to progress cases and is kept up to date at all times if applicable. Undertake administrative duties as directed. Provide first point of contact for telephone calls and visitors to the branch / office taking  messages, handling queries using own initiative and knowledge and escalate to Conveyancer where required. To work in the best interest of the client and the firm and provide the highest standards of client care at all times. To handle all monies belonging...

We are looking for an experienced Legal Secretary/Paralegal to join our Family team in our Bristol office to provide a comprehensive secretarial service. The duties attached to this post are: Assist the fee earner to progress the transaction in accordance with laid down procedures and standards. Liaison with clients and keeping them properly informed at all times. To provide support and assistance to the team supervisor as and when required. Ensure the Case Management system is used to progress cases and is kept up to date at all times if applicable. Draft and submit legal aid applications. File opening, preparing and providing client care documents. To make appointments and arrange meetings, maintain appointment diary. To undertake audio dictation, to type letters, documents and memoranda. To maintain filing systems ensuring the maintenance of adequate security of confidential and personal papers. To deal with incoming and outgoing...