Head of Trusts - Bury St Edmunds

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.

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
• Techical 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
• Preparation of tax deduction certificates for our substantial portfolio of clients
• Preparation of Inheritance Tax forms as required for trusts

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