Personal Tax Accountant

About the role

We are recruiting on behalf of a long‑established legal firm for an experienced Personal Tax Accountant. You will join a Private Client team, providing specialist tax advice to individuals, trustees and executors while working closely with solicitors and HMRC.

Key responsibilities

• Prepare and submit Self Assessment Tax Returns for individuals, trusts and estates.
• Manage personal, trust, estate and Capital Gains Tax compliance.
• Liaise directly with HMRC to resolve queries and ensure correct assessments.
• Register clients for Self Assessment and handle HMRC agent authorisations.
• Prepare trust accounts, beneficiary tax certificates and IHT100 returns.
• Support Capital Gains Tax advice for property and investment transactions.
• Maintain Trust Registration Service compliance and overseas trust reporting.
• Act as a trusted point of contact for clients, trustees, executors and beneficiaries.
• Identify potential tax issues early and propose proactive solutions.
• Deliver training and guidance on tax matters and tax software to fee earners.

Required profile

• Professional accountancy or tax qualification.
• Strong experience in personal, trust, estate and Capital Gains Tax.
• Good working knowledge of Inheritance Tax and Holdover Relief.
• Proven ability to build client relationships and work collaboratively.

Required skills

• Tax software