Working as part of their Private Client team, you will have responsibility for:

• Liaising with client, representatives, fee earners and third parties to co-ordinate and obtain information regarding income tax and CGT compliance on an annual basis.
• Registering clients for self assessment
• Complete self assessment returns for individuals, trusts and estates
• Liaising with HMRC to ensure correct charges
• Ensure tax liabilities advised to clients in time for finance to be arranged
• Provide basic in house training on computations and tax software
• Prepare trust accounts on a regular basis when requested by trustees
• Prepare tax certificates for beneficiaries of estates and trusts
• Prepare Capital Gains tax returns
• Ensure appropriate AEOI, CRBOT and other online trust registrations and other tax compliances are dealt with
• Liaise in house and trustees to compute IHT liabilities
• Deal with email and telephone enquiries

Suitable Candidate

• Qualified Accountant, Qualified Tax Accountant (ACA/ACCA/CTA) or Qualified by Experience
• Knowledge of: Personal tax, Estate tax, Trust tax, Capital Gains tax, Inheritance Tax, Holdover Relief
• IT literate
• Excellent communication skills

This is an excellent opportunity for an experienced and organised Personal Tax Accountant to join a great team and company.

An excellent working environment is offered along with some first class benefits:

• 25 days holiday + birthday
• Medicare cash plan
• Cycle to Work
• On site parking
• Hybrid working
• Social events

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency