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 returns
• Preparing trust and estate tax returns, including R185s and IHT100s
• Producing estate and trust accounts
• Liaising directly with HMRC on behalf of clients
• Monitoring deadlines and ensuring all submissions are completed on time
• Supporting probate and trust administration matters
• Assisting with inheritance tax calculations and reporting requirements
• Working closely with colleagues to provide technical tax and accounting support

Skills & Experience

• Experience in personal tax compliance
• Strong understanding of HMRC processes and correspondence
• Excellent organisational skills with strong attention to detail
• Ability to manage multiple cases and deadlines effectively
• Strong communication and stakeholder management skills
• Collaborative approach and ability to work within a professional services environment

Desirable Experience

• Trust and estate taxation
• Estate and trust accounts preparation
• Inheritance tax reporting and calculations
• Private client, legal or accountancy practice experience
• Exposure to probate and trust administration

Qualifications

Essential / Strongly Preferred

• ATT qualified or currently studying towards ATT

Desirable

• CTA qualified or studying
• STEP qualified or studying

What's on Offer?

• Full-time or part-time working options
• Flexible and supportive working environment
• Competitive salary and benefits package
• Interesting and varied private client work
• Ongoing professional development opportunities
• Opportunity 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.