Job Description

We are looking for an experienced Tax Accountant to join our Individual Client team, specifically to work on Personal Tax matters and Estate and Trust matters. You should have strong experience within Tax Accountancy matters across the board and confident in working with Private Clients, Executors and Trustees.

Your role will comprise:

• Working as part of our Lifetime Planning Team to provide proactive taxation advice to our clients
• Preparing tax returns for private clients
• Preparing 60 day capital gains tax returns in respect of disposals of residential property
• Advising clients on income tax and capital gains tax matters, including advising on tax planning and mitigation
• Calculation of tax liabilities and advising on payment of tax due under self-assessment
• Advising clients on stamp duty land tax
• Preparing estate accounts and dealing with the period of administration income and capital gains tax
• Finalising a deceased individual's lifetime tax affairs
• Preparing annual trust accounts
• Preparation of self-assessment trust tax returns
• Preparation of tax deduction certificates for our substantial portfolio of clients
• Preparing Inheritance Tax forms as required for trusts
• Working with our French Property Team regarding UK individuals with French properties and assets
• Providing advice on tax queries to support Lawyers from all departments
• Promotion of our Trust and Tax service
• Supporting and training junior members of the team

Required Knowledge, Skills, and Abilities

• Experienced in tax and trusts accounting matters
• AAT, ATT, ACA, ACCA, or TEP qualification essential
• Experience of complex estate and trust accounting
• Experience of Overseas Domiciles taxation
• Knowledge and experience of UK taxation of individuals, estates and trusts
• Excellent communication skills, both written & verbal