Tax Accountant - Trusts and Estates

About us

Stone King is an ambitious and friendly firm specialising in the Business & Social Enterprise, Charity, Education, Faith and Private Client sectors.  Our collaborative culture and core values are intertwined with our ethos of doing the right thing by our clients, communities, and our people. Our passion for the sectors we work in and the purpose-driven work we do with our clients has resulted in SK being recognised as national leaders in our specialist fields across the country.

The opportunity

This is a unique opportunity for a Tax Accountant to further their careers and join our collaborative, friendly and highly regarded Trusts and Estates team. This role will involve supporting our team of lawyers across our Trusts and Estates, Older and Vulnerable Client and International Cross Border teams advising individuals on a broad spectrum of tax services covering personal, trust and estate tax returns, capital gains tax and inheritance tax planning.

This role will be based in our Bath office, however we do operate hybrid working where remote working is available.

Key responsibilities

Responsibilities are broadly but not limited to:

• Preparation of accounts for individuals, trusts and charitable organisations
• Tax computations and tax return preparation
• Preparing Inheritance Tax forms as required for trusts
• Advice on inheritance tax and capital gains tax issues (including potential mitigation strategies) and on trust law aspects
• Communicating with executors, trustees, beneficiaries and other professionals

Requirements

• Qualified Accountant (Qualifications including; ATT/ ACA, ACCA, CTA STEP). We can consider applicants who are in the final stages of obtaining the relevant qualifications.
• The candidate will require an enhanced DBS check.
• Minimum of 2 years of experience in trust accounting and taxation.
• Knowledge of UK and non-UK personal, trust and estate taxation including inheritance tax.
• Excellent attention to detail and accuracy in financial reporting.
• Ability to work under pressure and manage time effectively.
• Excellent inter-personal skills when dealing with clients and others, including ability to deal with clients in a  compassionate and professional manner.
• Ownership of tasks through to completion.
• Ability to work under pressure and to a high level of accuracy
• Willingness to work supportively and co-operatively with other members of the team.
• Organisational skills and high attention to detail.
• Must be discreet when dealing with the Firm’s confidential affairs

Diversity, Equity and Inclusion

Individual differences are embraced at Stone King, and we strive to create an environment in which people feel supported and able to be themselves. We have a partner-led Diversity, Equity and Inclusion Strategy Group, and a dedicated DE&I Adviser. We are committed to promoting an inclusive working environment that supports the growth and development of all our people, and we welcome applications from candidates of all backgrounds and identities. As part of our continued commitment to an inclusive working environment, we are proud to be part of the Race Fairness Commitment, the Age Friendly Employer Pledge and a Disability Confident Employer.

Stone King are signatories of the Mindful Business Charter as part of our commitment to mental health and wellbeing. We want to support all of our people in achieving a healthy work/ life balance and would be happy to speak with prospective candidates about flexible working arrangements.

As part of our commitment to DE&I, we want our recruitment practices to be as inclusive as possible, which means we will make reasonable adjustments to help you perform to your best, so please let us know if you need us to make any reasonable adjustments during the application or interview process. Our recruitment team are on hand to discuss any reasonable adjustments with candidates and can provide full job details and applications in alternative formats if required. You can contact our recruitment team via email at [email protected] or 01225 326770.

As a Disability Confident employer, Stone King LLP is committed to offering an interview (or further assessment) to any job applicant that declares they have a disability and meets the minimum criteria for the role as defined by the job description and person specification. A full copy of the person specification and job description can be provided by contacting our Recruitment team. In some recruitment situations such as high-peak times, we might need to limit the overall numbers of interviews we offer. This will include the number of interviews offered to disabled people who meet the minimum criteria. When that happens, we’ll still aim to offer a proportionate number of interviews to disabled applicants.

Benefits

• Competitive salary
• Profit Share Scheme
• Cycle to work scheme
• Employee Benefit Platform
• Private Medical Insurance
• Life assurance (4 x salary)
• Pension scheme
• 28 days holiday (in addition to statutory UK holidays)
• Additional day allocated for CSR activities per annum

Closing date: 24 May 2024

Adverts normally close at midday on the closing date, however vacancies may close early if sufficient applications have been received. Therefore we would encourage you to submit your application as soon as possible.

Stone King LLP is an equal opportunities employer. We are committed to ensuring equality of opportunity by encouraging all our staff to achieve their full potential and guaranteeing that all employment decisions are taken without reference to irrelevant information or discriminatory practices.

Recruitment agencies – please do not send us unsolicited CVs. If you do so, we reserve the right to contact the candidate directly and your T&Cs will not apply.

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