In-house Tax & Estates Accountant
20 days ago
Sutton
In-House Tax & Estates Accountant \n Full-Time or Part-Time \n Salary: £30,000 - £40,000 Location: Sutton \n The Opportunity \n 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. \n 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. \n Key Responsibilities \n\n • Preparing and submitting Self Assessment tax returns\n, • Preparing trust and estate tax returns, including R185s and IHT100s\n, • Producing estate and trust accounts\n, • Liaising directly with HMRC on behalf of clients\n, • Monitoring deadlines and ensuring all submissions are completed on time\n, • Supporting probate and trust administration matters\n, • Assisting with inheritance tax calculations and reporting requirements\n, • Working closely with colleagues to provide technical tax and accounting support\n\n Skills & Experience \n\n • Experience in personal tax compliance\n, • Strong understanding of HMRC processes and correspondence\n, • Excellent organisational skills with strong attention to detail\n, • Ability to manage multiple cases and deadlines effectively\n, • Strong communication and stakeholder management skills\n, • Collaborative approach and ability to work within a professional services environment\n\n Desirable Experience \n\n • Trust and estate taxation\n, • Estate and trust accounts preparation\n, • Inheritance tax reporting and calculations\n, • Private client, legal or accountancy practice experience\n, • Exposure to probate and trust administration\n\n Qualifications \n Essential / Strongly Preferred \n\n • ATT qualified or currently studying towards ATT\n\n Desirable \n\n • CTA qualified or studying\n, • STEP qualified or studying\n\n What's on Offer? \n\n • Full-time or part-time working options\n, • Flexible and supportive working environment\n, • Competitive salary and benefits package\n, • Interesting and varied private client work\n, • Ongoing professional development opportunities\n, • Opportunity to work alongside experienced specialists in trusts, estates and taxation\n\n 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. \n