Have you worked with affluent individuals with substantial financial assets?Are you enthusiastic about Taxation and keen to develop your professional journey with a reputable and well-established practice?Do you long for a better balance between your personal and professional life, and prefer a role closer to where you live?If so, this opportunity could be perfect for you!A well-regarded group of Tax Specialists and Chartered Accountants is expanding following ongoing success and acquisition of new, dynamic clients. They are on the lookout for a Senior or Manager specialising in Trusts and Estates to strengthen their expanding department.In this position, you will oversee a selection of trust and tax-related clients, while also supporting the directors with occasional consultancy and strategic advice.Duties and Responsibilities

Managing compliance matters such as the creation of trust accounts, trust tax returns (self-assessment) and forms R185
Completing inheritance tax (IHT) documentation
Preparing estate-related tax submissions
Handling individual tax returns
Assisting with occasional planning and technical advisory tasks, which will be varied, stimulating, and intellectually demanding

Role Involves

Drafting of Trust financial statements
Completion of Trust tax returns and relevant documentation
Submission of Inheritance Tax forms
Estate-related Tax return preparation
Personal Tax filing responsibilities
Providing varied and technically engaging advisory and planning services

What We’re Looking ForApplicants are likely to be fully qualified (CTA/ACA or comparable), with a background in working with Private Clients, Trusts, and Estates. Alternatively, you might be coming from a broader accountancy practice but wish to pivot towards specialising in Taxation.A strong willingness to expand your knowledge base and exceptional interpersonal abilities are essential, especially as you’ll frequently translate complex tax matters for clients in an accessible and jargon-free manner.What’s on OfferYou’ll receive a competitive pay package, attractive perks, and the possibility of hybrid working. Clear career development pathways await the right individual, so if you're contemplating a new challenge, we encourage you to apply now.To be considered, please contact Rachel at TN Recruits Accounts with your CV.In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.TN Recruits Ltd full GDPR policy can be found at www.tnrecruits.com

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