Location
Wimbledon
Type
Permanent
Trusts & Estates Tax Senior, Assistant Manager, or Manager
Location:
West London (with hybrid working) Hours:
9:30 AM - 5:30 PM Are you an experienced accountant or private client tax professional looking to dive into the intricate world of trusts and estates? If so, we have got just the opportunity for you! Our client, a prestigious full-service Top 100 legal practice with an outstanding reputation for private client services, is searching for a
Private Client Trusts & Estates Tax Specialist
to join their dynamic and ever-growing Private Client team. This is an exciting role focused on tax and accounting compliance support for trusts and estates, working closely with a team of experts who thrive on delivering exceptional results. What You'll Be Doing
In this role, you'll take on the challenge of preparing detailed and accurate estate accounts, annual trust accounts, trust & estate tax returns, IHT returns, CGT returns, and more. Your responsibilities will also include managing trust administration tasks, updating the Trust Registration Service, and supporting the firm's trust company in its role as a professional executor and trustee. You'll be at the heart of a team that values work-life balance, collaboration, and technical expertise. There is also some scope to get involved in advisory projects and identifying planning opportunities is encouraged to ensure the best possible outcomes for clients, and helping the Private Client team maintain its top-tier reputation. Who They are Looking For
The ideal candidate will have at least three years of practical experience in accountancy or tax and a solid understanding of trusts and estates. If you hold qualifications like STEP, ATT, or CTA, that's a huge plus, but if you're eager to achieve these, our client is more than happy to support you. You should have excellent attention to detail, strong IT skills (especially Excel), and the ability to multitask while remaining calm under pressure. Experience with CCH Personal Tax or CCH Trust Accounts software is an advantage, but a proactive and adaptable attitude will serve you just as well. This is a role for someone who thrives in a collaborative environment, enjoys a good work-life balance, and takes pride in delivering work of the highest standard. Why This Role Stands Out
This position offers the chance to work with one of the most respected Private Client teams in the UK. The team is known for its expertise in complex matters, including cross-border work and dual-qualified legal services. You'll benefit from hybrid working, allowing you to work remotely for up to 40% of your time, and enjoy a competitive salary and a generous benefits package. The firm actively supports professional development, offering fantastic opportunities to enhance your skills and grow your career. About Our Client
With a team of nearly 70 professionals and three London offices, our client's Private Client department is renowned for its technical expertise and innovative approach. The firm takes a collaborative, client-focused approach to all matters and has built a reputation for providing outstanding service, often acting as trusted advisors to other legal professionals. Ready to Take the Next Step?
If you're ready to bring your skills to a role that challenges, excites, and supports you, we'd love to hear from you. Send your CV to stuart.adams@pro-tax.co.uk or call 07939121917. ________ As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
#J-18808-Ljbffr
West London (with hybrid working) Hours:
9:30 AM - 5:30 PM Are you an experienced accountant or private client tax professional looking to dive into the intricate world of trusts and estates? If so, we have got just the opportunity for you! Our client, a prestigious full-service Top 100 legal practice with an outstanding reputation for private client services, is searching for a
Private Client Trusts & Estates Tax Specialist
to join their dynamic and ever-growing Private Client team. This is an exciting role focused on tax and accounting compliance support for trusts and estates, working closely with a team of experts who thrive on delivering exceptional results. What You'll Be Doing
In this role, you'll take on the challenge of preparing detailed and accurate estate accounts, annual trust accounts, trust & estate tax returns, IHT returns, CGT returns, and more. Your responsibilities will also include managing trust administration tasks, updating the Trust Registration Service, and supporting the firm's trust company in its role as a professional executor and trustee. You'll be at the heart of a team that values work-life balance, collaboration, and technical expertise. There is also some scope to get involved in advisory projects and identifying planning opportunities is encouraged to ensure the best possible outcomes for clients, and helping the Private Client team maintain its top-tier reputation. Who They are Looking For
The ideal candidate will have at least three years of practical experience in accountancy or tax and a solid understanding of trusts and estates. If you hold qualifications like STEP, ATT, or CTA, that's a huge plus, but if you're eager to achieve these, our client is more than happy to support you. You should have excellent attention to detail, strong IT skills (especially Excel), and the ability to multitask while remaining calm under pressure. Experience with CCH Personal Tax or CCH Trust Accounts software is an advantage, but a proactive and adaptable attitude will serve you just as well. This is a role for someone who thrives in a collaborative environment, enjoys a good work-life balance, and takes pride in delivering work of the highest standard. Why This Role Stands Out
This position offers the chance to work with one of the most respected Private Client teams in the UK. The team is known for its expertise in complex matters, including cross-border work and dual-qualified legal services. You'll benefit from hybrid working, allowing you to work remotely for up to 40% of your time, and enjoy a competitive salary and a generous benefits package. The firm actively supports professional development, offering fantastic opportunities to enhance your skills and grow your career. About Our Client
With a team of nearly 70 professionals and three London offices, our client's Private Client department is renowned for its technical expertise and innovative approach. The firm takes a collaborative, client-focused approach to all matters and has built a reputation for providing outstanding service, often acting as trusted advisors to other legal professionals. Ready to Take the Next Step?
If you're ready to bring your skills to a role that challenges, excites, and supports you, we'd love to hear from you. Send your CV to stuart.adams@pro-tax.co.uk or call 07939121917. ________ As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
#J-18808-Ljbffr
