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Trust and estate tax accountant

Bishop's Stortford
Nockolds
Tax accountant
Posted: 7 August
Offer description

Nockolds Bishop's Stortford, England, United Kingdom


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Nockolds Bishop's Stortford, England, United Kingdom

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Nockolds Solicitors and Nockolds Wealth is dedicated to providing exceptional legal and financial services. Our mission is to support our clients with integrity and professionalism, fostering a culture of collaboration and respect.

About the Role

The overall purpose of this role is to undertake Inheritance Tax and Capital Gains Tax planning and computations for clients of Nockolds Solicitors and Nockolds Wealth, while providing support on personal tax and the taxation of trusts and estates.

Responsibilities

* Provide general advice on Inheritance and Capital Gains Tax
* Support the Wills and Probate team and Nockolds Wealth on personal tax and the taxation of trusts and estates.
* Assist the Wills and Probate Team in drafting Inheritance Tax returns for both trusts and estates.
* Support the team in advising clients on the taxation implications of any exercise of any trust powers or executors’ decisions in the administration of trusts and estates including any ancillary issues such as insurance and pension policies.
* Drafting the Trust Accounts and, where appropriate, returns for the beneficiaries.
* Assist in the Trust Registration Compliance and be responsible for the online filing of returns for the Probate team and personal clients of the firm in conjunction with other team members.
* Assist in Trust Registration including liaising with the other affected teams to raise awareness of TR.
* Trust Accounting and administration (including supervision of administrative staff).
* Preparation of Personal Tax returns for Nockolds Solicitors and Nockolds Wealth clients.
* Assist the Team Leader in promoting the Taxation services internally and externally.

This job description is not a definitive list or exhaustive list of responsibilities but identifies the key responsibilities.

Qualifications

* ACA, ACCA or CTA qualification

Required Skills

* A minimum of 2 year’s PQE
* Ability to work constructively under pressure
* Prioritise in a manner that is beneficial to the client and the Firm
* Have excellent communication skills

Preferred Skills

* IT literate

Pay range and compensation package

Details regarding the pay range or salary or compensation will be provided during the interview process.

Equal Opportunity Statement

Nockolds Solicitors and Nockolds Wealth is committed to diversity and inclusivity in the workplace. We encourage applications from all qualified individuals regardless of race, gender, age, sexual orientation, disability, or any other characteristic protected by law.


Seniority level

* Seniority level

Associate


Employment type

* Employment type

Full-time


Job function

* Job function

Accounting/Auditing
* Industries

Legal Services

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