In-house Tax & Estates Accountant

Reed; Sutton; On-site; GBP 30,000 - 40,000; Full time

Job summary

Reed is seeking an experienced in-house Tax & Estates Accountant to join a private client team in Sutton. You will handle trust, estate, probate and personal tax matters, providing specialist accounting and tax support to clients, trustees and executors.

This role suits someone who enjoys varied workloads, values client service and seeks to develop expertise in trusts, estates and inheritance tax within a professional services environment.

Qualifications

• Experience in personal tax compliance and private client tax matters.
• Strong understanding of HMRC processes and correspondence.
• Excellent organisational skills with strong attention to detail.

Responsibilities

• Preparing and submitting Self Assessment tax returns.
• Preparing trust and estate tax returns, including R185s and IHT100s.
• Producing estate and trust accounts.

Skills

Personal tax compliance

HMRC processes

Organisational skills

Deadline management

Communication

Stakeholder management

Team collaboration

Education

ATT qualified or studying

Job description

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.