The Tax and Trusts Team 

Our highly regarded specialist team works with clients on personal tax affairs and the administration of trusts.  Our team remove the stress of completing annual accounts, tax returns, HRMC compliance and dealing with day to day requests from beneficiaries for funds.  

The Role 

We are looking for an experienced Tax Accountant to join our Tax and Trusts team, specifically to lead a team working on personal tax matters and estate and trust matters.

We would like you to have strong experience within personal tax accountancy matters across the board and be confident in working with private clients, executors and trustees.  This will be an evolving role working alongside the wider team to grow our tax offering.

Key Responsibilities

•        Working as part of our Lifetime Planning team to provide proactive and strategic tax and trust compliance advice to our clients 

•        Focus on the technical / advisory aspects of the role alongside the leadership and supervision of the team

•        Technical training of T&T members and the wider Lifetime Planning department as required

•         Promotion and development of our Trust and Tax service 

•         Both external and internal business development – interaction with French Legal, Agriculture and Estates, Business, Residential and Family departments

•        Working with our French Property Team regarding UK individuals with French properties and assets

•        Advising clients on income tax, capital gains tax and Inheritance tax matters, including advising on tax planning and mitigation

•        Advising clients on stamp duty land tax 

•        Preparing tax returns for private clients to include 60 day capital gains tax returns in respect of disposals of residential property

•        Calculation of tax liabilities and advising on payment of tax due under self-assessment

•        Preparing estate accounts and dealing with the period of administration income and capital gains tax 

•        Finalising a deceased individual’s lifetime tax affairs 

•        Preparing annual trust accounts

•        Preparation of self-assessment trust tax returns 

•        Preparation of tax deduction certificates for our substantial portfolio of clients

•        Preparing Inheritance Tax forms as required for trusts

This role can be based in any of our offices with the requirement to work out of other offices on an ad hoc basis, but with one day a week in Bury St Edmunds guaranteed

Required Knowledge, Skills and Experience

•      Management and supervision skills and experience

•      Experience in tax and trusts accounting matters 

•      AAT, ATT, ACA, ACCA, or TEP qualification essential 

•      Experience of complex estate and trust accounting

•      Experience of non-resident and non-domicile taxation

•      Knowledge and experience of UK taxation of individuals, estates and      trusts

•      Excellent communication skills, both written & verbal

•      Excellent organisational and time management skills

•      Strong team playing skills

•      Ability to handle sensitive information with discretion

What We Offer

     •         Opportunity to work within a professional legal environment

•      Supportive team culture

•      Professional development opportunities

Ashtons Legal is an equal opportunities employer and we welcome applications from all communities and backgrounds.