We are looking for an experienced tax professional to join our Private Wealth and Succession team. We are open to applications for both a maternity cover position or a permanent opportunity, depending on the experience and preferences of the successful candidate.
This is an opportunity to build on an established trust and taxation service and play an active part in shaping its future. Working alongside our Trust and Taxation Manager and lawyers across the Private Wealth and Succession team, you will provide joined-up legal, tax and accountancy support, make complex issues easier to understand and deliver practical, commercially focused advice.
The opportunity
You will manage a varied portfolio of trust, estate and personal tax work while building trusted relationships with clients, colleagues and professional contacts. Alongside delivering high-quality technical work, you will help broaden our offering, strengthen connections across the firm and raise the profile of this specialist service.
What you will do
- Prepare and review self-assessment tax returns for individuals, estates and trusts.
- Prepare trust accounts and Forms R185, and manage tax repayment claims for beneficiaries.
- Calculate and submit trust-related Inheritance Tax returns, including ten-year anniversary and exit charge returns.
- Advise on trust administration, year-end distributions and capital gains tax planning.
- Manage capital gains tax reporting for residential property disposals.
- Ensure trusts meet their obligations under HMRC’s Trust Registration Service.
- Provide clear, practical personal tax advice to clients and work collaboratively with their other professional advisers.
- Support colleagues across the firm with tax and trust-related queries and identify opportunities for cross-referral.
- Help develop the team’s profile, processes and service offering as the practice grows.
About you
- You are an experienced tax adviser, accountant or trust professional. An ATT, AAT, CTA, STEP or equivalent qualification would be an advantage, although we also welcome applications from candidates with strong relevant experience.
- You have experience of personal, trust and/or estate taxation and can manage matters with appropriate independence.
- You enjoy solving problems and keeping pace with changing tax rules and guidance.
- You communicate technical issues in a straightforward and reassuring way.
- You are collaborative, client-focused and comfortable working as part of a multidisciplinary team.
- You have the confidence and commercial outlook to help grow a specialist service area.
Why join Ramsdens?
You will join an ambitious and supportive Private Wealth and Succession team with a shared commitment to providing a genuinely holistic service. Working closely with experienced lawyers, you will have the scope to influence our trust and taxation offering, develop your professional relationships and make a visible contribution to a strategically important area of the firm.
Whether you are interested in maternity cover or a permanent move, we would be pleased to hear from you. We are also happy to discuss working arrangements with the successful candidate, and can accommodate working hours between 25 and 37 per week.
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