Head of Trusts Solicitor in Suffolk

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

Benefits include:

• Pension scheme (6% employer and 2% employee) with a salary exchange option
• Life Assurance policy (3x gross annual salary) (available once probationary period is complete)

The firm is looking for an experienced Tax Accountant/Head of Trusts to join this Tax and Trusts team, specifically to lead a team working on personal tax matters and estate and trust matters. You will 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 the firm's tax offering.

Responsibilities:

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

Knowledge Skills:

• 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 and verbal
• Excellent organisational and time management skills
• Strong team playing skills
• Ability to handle sensitive information with discretion

The firm has a truly flexible working environment focused on the individual needs of their people while maintaining excellent client service by aligning the needs of the Firm and their clients. As well as promoting internal promotions and transfers to enhance skills and experience. You are not limited to your existing role. The Partners at the firm want to utilise individual skill sets to impart their knowledge through coaching and mentoring others. The benefits package aims to support your career, financial, lifestyle, health and wellbeing needs. Industry-leading Paid Time Off policy. Agile and Hybrid approaches to work.

How to Apply:

To apply contact Cassie at eNL or email with your CV, or simply call for a confidential discussion. eNL will never share your CV with a third party without your express permission. As part of our candidate care process, we aim to respond to all applications in 7 days. If you have not been contacted within this timescale, your application has been unsuccessful on this occasion.

Please note our advertisements use PQE/salary levels purely as a guide. At eNL we value diversity and inclusion. We want to attract people at all levels and encourage applications from all suitably qualified candidates whatever your ethnicity, religion, age, physical or mental disability, sexual orientation, gender identity or any characteristics protected by law in the jurisdictions in which we operate.