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Accounts and Tax Manager Private Client - Top Legal firm

Michael Page Finance
Closing date
26 Jul 2021

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Contract Type
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This Accounts and Tax Manager role is for the general work in the Private Client team in assisting fee-earners with preparation of estate accounts and also the related tax return and tax administration work, often working directly with the Personal Representative clients. There will also be work preparing personal returns for clients and again working directly with them.

Client Details

Our client is one of the Top 100 Law firms


Main Duties:

• Assisting fee-earners in the Private Client team with their preparation of full and detailed estate accounts, estate tax returns and beneficiary income statements

• Preparing individual tax returns and liaising directly with clients

• Preparing 30 day CGT returns for estates and individuals

• Co-ordinating tax payments and clearance for individuals and estates

• Assisting with preparation of accounts information needed for IHT100 returns in relation to Will Trusts

• Data input for estate and will trust accounting of bank, brokers and dividend information into team's pro-forma estate accounts

• Reconciling to third party and internal accounts records

• Monitoring of client funds

• Contact with other professional advisors as well as clients

• Supporting the board of directors by way of reporting on the estates

Client Relations:

• To provide a high quality service to all clients (within team and externally)

• To develop and maintain good client relationship skills, gaining clients' confidence and that of other professionals

• Receive requests for advice from current and potential clients and deciding on the most appropriate responses to make to these requests

• Establishing what needs to be done to solve a client's problems


• We are looking for a candidate who is qualified of a relevant professional accounting or tax body and/or a STEP member

• At least 10 years' experience in a practical accountancy background

• Income, Gains and Inheritance Tax detailed knowledge

• IT literate, with excellent working knowledge of Excel

• Previous experience of using CCH Personal Tax or similar software is essential, and experience of CCH Trust Accounts is an advantage. These are used for management of long-standing trusts in the team and will be of use for tax returns and some aspects of estate accounting.

Job Offer

Attractive salary benefits and opportunities to grow within the organisation
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