Your Role
and What You'll Be Doing
We’re currently recruiting for an Estate Accounting Technician to join our Tax, Trusts and Compliance team in our Chichester office. This is a fantastic opportunity to play a key role in delivering accurate and timely estate accounting services to a high-net-worth UK and international client base.
Key Responsibilities
1. Prepare interim and final estate accounts in line with STEP guidelines and internal standards
2. Support senior fee earners in estate administration and compliance
3. Complete SA900 tax returns, Estate Registrations, and 60-Day CGT returns
4. Calculate and report income tax, capital gains tax, and inheritance tax liabilities
5. Prepare R185 Tax Deduction Certificates for residual beneficiaries
6. Liaise with HMRC, investment managers, and internal teams to ensure smooth communication and documentation
7. Stay up to date with relevant tax legislation and regulatory changes
8. Manage sensitive financial data with professionalism and discretion
9. Use Microsoft Word, Excel, and case management systems for accurate data handling
10. Contribute to business development and participate in training and development activities
About You
About You
11. Proficiency in Microsoft Office, especially Word and Excel
12. Experience with case management systems
13. Strong attention to detail and accuracy
14. Understanding of estate and trust accounting principles
15. Proven experience in preparing tax returns and handling income tax, CGT, and IHT compliance
Why Join Us?
You’ll be part of a collaborative and professional team, working on complex and rewarding estate matters. We offer opportunities for growth, ongoing training, and the chance to make a meaningful impact in a respected area of financial services.
Our Benefits - What We Can Offer You
16. 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
17. Generous and flexible pension schemes.
18. Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
19. Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.
We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.
We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!
Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.
Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.