Personal Tax Senior (Trusts & IHT)

TPF Recruitment; Royal Tunbridge Wells; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading firm of chartered accountants is seeking a Personal Tax Senior (Trusts & IHT) in Goudhurst. The role focuses on managing a diverse portfolio of clients, offering a supportive work environment, and providing training where needed. A range of great benefits accompanies a competitive salary, ensuring a rewarding work-life balance.

Benefits

Flexible working hours

Hybrid working

Income protection

Private medical insurance

Pension scheme

Study support and subscriptions paid

Qualifications

• 3+ years of experience in an accountancy or legal practice environment.
• Strong background in personal tax compliance and advisory work.

Responsibilities

• Manage a portfolio of trusts and tax compliance clients.
• Prepare trust accounts, self-assessment tax returns, and various tax submissions.
• Provide ad hoc planning and advisory support to directors.

Skills

Personal Tax

Trusts

IHT

Education

ATT/ACA/ACCA/CTA qualified

Tools

Xero

Quickbooks

Iris

Job description

Social network you want to login/join with:

Personal Tax Senior (Trusts & IHT), Goudhurst

Client:

TPF Recruitment

Location:

Goudhurst, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

b48c31ec02fa

Job Views:

27

Posted:

17.06.2025

Expiry Date:

01.08.2025

Job Description:

Job Description
TPF Recruitment is recruiting for a fantastic firm of chartered accountants who are looking to strengthen their tax offering across Kent, Sussex, London and the South East with a Personal Tax Senior (Trusts & IHT). This highly reputable and growing firm of chartered accountants advises a diverse range of clients across the Southeast. The practice is forward-thinking and offers an excellent working environment where you can enjoy the challenge of working with complex clients and building rewarding relationships, combined with flexibility, generous pay, an amazing team culture and a fantastic work-life balance.
You will be managing a portfolio of trusts and tax compliance clients as well as providing ad hoc planning and advisory support to the directors. The compliance will include preparation of trust accounts, trust self-assessment tax returns, R185s, IHT returns, estate tax returns, and personal tax returns. Ad hoc planning and advisory work will be diverse, interesting, and challenging. Full training and support are available if you haven't had exposure to trusts or estates.

Requirements

Personal Tax Senior (Trusts & IHT) in Goudhurst

• You will be ATT/ACA/ACCA/CTA qualified or holding similar qualifications, with a career background within personal tax.
• You will have 3+ years of experience in either an accountancy practice or legal practice environment.

Benefits

Personal Tax Senior (Trusts & IHT) in Goudhurst

• Competitive salary, dependent on experience and background, negotiable.
• Bonsu scheme
• Flexible working hours
• Hybrid working
• Income protection
• Private medical insurance
• Pension scheme
• Study support as required and all subscriptions paid for.
• Please apply for the vacancy or contact Tristan Finch for a confidential conversation.
• [emailprotected]

Experience of Iris and cloud software such as Xero/Quickbooks would be advantageous. You will be ACA/ACCA or qualified by experience with at least 3 years of practice experience. You will have worked as a Semi Senior or Senior accountant within practice.