About this role
In-House Tax & Estates Accountant
Full-Time or Part-Time
Salary: £30,000 - £40,000 Location: Sutton
The Opportunity
An excellent opportunity has arisen for an experienced Tax & Estates Accountant to join a well-established and highly respected private client team. This role offers the chance to work closely with professionals on a broad range of trust, estate, probate and personal tax matters, providing specialist accounting and tax support to private individuals, trustees and executors.
This position would suit someone who enjoys a varied workload, values client service, and is looking to develop their expertise within trusts, estates and inheritance tax.
Key Responsibilities
Preparing and submitting Self Assessment tax returnsPreparing trust and estate tax returns, including R185s and IHT100sProducing estate and trust accountsLiaising directly with HMRC on behalf of clientsMonitoring deadlines and ensuring all submissions are completed on timeSupporting probate and trust administration mattersAssisting with inheritance tax calculations and reporting requirementsWorking closely with colleagues to provide technical tax and accounting support Skills & Experience
Experience in personal tax complianceStrong understanding of HMRC processes and correspondenceExcellent organisational skills with strong attention to detailAbility to manage multiple cases and deadlines effectivelyStrong communication and stakeholder management skillsCollaborative approach and ability to work within a professional services environment Desirable Experience
Trust and estate taxationEstate and trust accounts preparationInheritance tax reporting and calculationsPrivate client, legal or accountancy practice experienceExposure to probate and trust administration Qualifications
Essential / Strongly Preferred
ATT qualified or currently studying towards ATT Desirable
CTA qualified or studyingSTEP qualified or studying What's on Offer?
Full-time or part-time working optionsFlexible and supportive working environmentCompetitive salary and benefits packageInteresting and varied private client workOngoing professional development opportunitiesOpportunity to work alongside experienced specialists in trusts, estates and taxation If you are looking for a role where you can utilise your personal tax expertise while developing your knowledge of trusts, estates and inheritance tax, we would be keen to hear from you.