Full job descriptionIn-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.