Remote | Flexible hours | Personal tax, trusts and estates
Are you an experienced private client tax professional looking for real flexibility, technically engaging work and the chance to play a key part in a growing specialist practice? This is an opportunity to join an established boutique firm advising individuals, families, trusts and estates. The role is available full-time or part-time (around 20 hours per week minimum), is entirely home-based, and offers flexibility in how you arrange your hours.
About the firm
Our client is a well-regarded specialist private client tax practice with a long track record and clients throughout the UK. It is known for a personal, relationship-led approach, building lasting connections with both clients and their other professional advisers. Rather than working at volume, the team takes time to understand each client's situation and gives advice that is practical, commercially sensible and technically sound. With the practice expanding, the firm is looking for an experienced adviser who can own their caseload while becoming a core member of the team.
The role
The position spans personal tax, trusts, estates and inheritance tax, with a mix of compliance and advisory work. Estates work for executors, solicitors and families is a growing area for the firm, so experience with estate accounts and IHT400 returns would be a real advantage.
The role could suit someone currently in an accountancy or tax firm, a specialist private client team, or the private client department of a law firm. You'll have independence in managing your work and direct contact with clients and introducers, with senior technical support on hand when needed.
Key responsibilities
Depending on your background, you're likely to be:
- Handling annual personal tax compliance for a client portfolio, including high net worth individuals
- Preparing and reviewing Self Assessment returns
- Preparing trust and estate tax returns
- Producing estate accounts for executors and personal representatives
- Completing IHT400 returns and supporting schedules
- Helping executors and advisers with tax issues arising during estate administration
- Advising on Capital Gains Tax, including property sales and transactions within families
- Supporting inheritance tax and estate planning work
- Assisting with trust tax matters and related compliance
- Advising on residence, overseas income and clients with international connections where relevant
- Preparing EIS and SEIS claims and advising on the associated reliefs
- Corresponding with HMRC on clients' behalf
- Collaborating with solicitors, accountants, financial planners and other referrers
- Building long-standing, trusted client relationships
- Supporting senior advisers on more complex planning projects
About you
You won't need experience in every area, but a solid foundation in UK personal tax is essential. Ideally you'll bring experience in several of the following:
- Personal tax compliance, especially for high net worth clients
- Trust taxation and trust returns
- Estate administration and estate returns
- Estate accounts
- IHT400s and supporting schedules
- Inheritance tax and estate planning
- Capital Gains Tax, including property and family transactions
- EIS and SEIS claims
- Direct liaison with clients and professional advisers
- Managing your own caseload and deadlines
You'll also be detail-focused and committed to high-quality output, comfortable working independently from home, professional and approachable in your communication, confident dealing with clients and other advisers, and well organised across multiple jobs and deadlines.
Qualifications such as ATT, CTA or STEP membership would be welcome, though relevant hands-on experience will also be considered. Applications are particularly encouraged from those who have trained or worked in a high-quality professional firm and bring the same standards of care, technical rigour and client service.
This role is ideal for an experienced private client adviser who wants more flexibility without sacrificing challenging technical work or meaningful client relationships.