We are seeking an experienced Tax Accountant to join our Private Client team, with a focus on Personal Tax and Estate & Trust matters. This is a client-facing role requiring strong technical expertise and the ability to provide proactive, tailored tax advice to individuals, executors and trustees.
Key Responsibilities
* Prepare personal tax returns for a range of private clients.
* Complete 60-day Capital Gains Tax returns for residential property disposals.
* Advise on income tax and capital gains tax matters, including tax planning and mitigation strategies.
* Calculate tax liabilities and advise on payments due under self-assessment.
* Provide guidance on Stamp Duty Land Tax.
* Prepare estate accounts and manage income and capital gains tax during the administration period.
* Finalise lifetime tax affairs for deceased individuals.
* Prepare tax deduction certificates and Inheritance Tax forms for trusts.
* Collaborate with our French Property Team on UK individuals with French assets.
* Offer tax advice to support lawyers across all departments.
* Promote our Trust and Tax services internally and externally.
* Mentor and support junior team members.
Knowledge, Skills & Experience
* Proven experience in tax and trust accounting.
* Professional qualification: ATT, ACA, ACCA, or TEP (essential).
* Strong background in complex estate and trust accounting.
* Experience with taxation of overseas domiciles.
* In-depth knowledge of UK taxation for individuals, estates, and trusts.
* Excellent written and verbal communication skills.
* Ability to work independently and collaboratively within a team.
The Trusts and Tax Team
Our highly regarded specialist team works with clients on personal tax affairs and the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HMRC compliance and dealing with day to day requests from beneficiaries for funds. The team is experienced in dealing with the tax affairs of individuals and those who may be a client of our Court of Protection team, whereby a Deputy or an Attorney may act on their behalf.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Accounting/Auditing
Industries
* Law Practice
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