Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team to provide expert tax advice and prepare returns for high-net-worth clients.
- Company: A top-rated law firm known for excellence in people management and client service.
- Benefits: Enjoy hybrid working options, potential relocation to Spain, and a supportive work culture.
- Why this job: Be part of a prestigious firm that values growth, collaboration, and impactful client relationships.
- Qualifications: Must have a CTA, STEP, ACA, or ACCA qualification with five years' experience in private client tax.
- Other info: Experience in family law tax matters is a plus; strong communication skills are essential.
The predicted salary is between 43200 - 72000 £ per year.
A well-established and highly regarded law firm with multiple UK and international offices is seeking a Private Client Tax Accountant to support the needs of its expanding private client practice. The firm has received recognition as one of the best companies to work for and holds a longstanding accreditation for excellence in people management.
This role will be based in the firm’s Hertfordshire office, with opportunities for hybrid working from the London office and potential longer-term relocation to the overseas office in Spain.
The successful candidate will take a supervisory role within the tax team, working alongside solicitors and partners in the Wills and Probate department. The team advises high-net-worth individuals, family trusts, and estates, and the position will also involve contributing to the development of tax-related services in connection with property and family matters.
Key responsibilities include:- Providing tax advice to private clients, trustees, and executors on income tax, capital gains tax, and inheritance tax, including guidance on efficient tax strategies
- Preparing and reviewing tax returns for individuals, trusts, and estates; familiarity with Iris software is preferred
- Contributing to the development and growth of tax services offered by the team
- Maintaining up-to-date knowledge of tax legislation relevant to private client, property, and family work
- Preparing trust accounts using spreadsheets, with a solid understanding of double-entry bookkeeping to trial balance
- Preparing estate accounts using bespoke software
- Producing internal and external tax resources and guidance materials
Applicants should hold a CTA, STEP, ACA, or ACCA qualification, with a minimum of five years’ post-qualification experience in private client tax. Experience involving family law tax matters and/or cross-border private client tax is advantageous. A strong focus on client service, excellent written and verbal communication skills, and the ability to work both independently and collaboratively are essential.
Trust and Tax Accountant employer: Victus Search
Contact Detail:
Victus Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust and Tax Accountant
✨Tip Number 1
Network with professionals in the private client tax field. Attend industry events, webinars, or local meetups to connect with others who work in similar roles. This can help you gain insights into the firm’s culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest tax legislation and trends relevant to private clients. Being well-versed in current issues will not only boost your confidence but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss your experience with tax software, particularly Iris, during any interviews. Highlight specific examples of how you've used technology to improve efficiency or accuracy in your previous roles.
✨Tip Number 4
Showcase your client service skills by preparing examples of how you've successfully managed client relationships in the past. Be ready to explain how you approach client needs and ensure their satisfaction.
We think you need these skills to ace Trust and Tax Accountant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax, particularly any supervisory roles or work with high-net-worth individuals. Emphasise your qualifications such as CTA, STEP, ACA, or ACCA.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your expertise in tax advice, especially in relation to income tax, capital gains tax, and inheritance tax.
Showcase Your Technical Skills: Highlight your familiarity with Iris software and your understanding of double-entry bookkeeping. Provide examples of how you've used these skills in previous roles to prepare tax returns or trust accounts.
Demonstrate Client Service Focus: Illustrate your commitment to excellent client service in your application. Share examples of how you've successfully communicated complex tax matters to clients, showcasing your written and verbal communication skills.
How to prepare for a job interview at Victus Search
✨Showcase Your Qualifications
Make sure to highlight your CTA, STEP, ACA, or ACCA qualifications during the interview. Discuss your post-qualification experience and how it relates to the role, especially in private client tax matters.
✨Demonstrate Tax Knowledge
Be prepared to discuss current tax legislation relevant to private clients, property, and family work. Showing that you stay updated on changes in tax laws will impress the interviewers.
✨Emphasise Client Service Skills
Since this role involves advising high-net-worth individuals, it's crucial to demonstrate your strong focus on client service. Share examples of how you've successfully managed client relationships in the past.
✨Prepare for Technical Questions
Expect technical questions related to tax returns, trust accounts, and estate accounts. Brush up on your knowledge of Iris software and double-entry bookkeeping to confidently answer these queries.
