Head of Trusts
Head of Trusts
Tax Accountant – Trusts & Personal Tax
Bury St Edmunds – Competitive Salary
A highly regarded specialist team is seeking an experienced Tax Accountant to join its growing Tax & Trusts offering, based in Bury St Edmunds with flexibility to work from other offices when required. This is a role for someone who enjoys complex, meaningful work and wants to contribute to a team that values expertise, collaboration and professional development. A competitive salary is offered in line with experience.
The team supports private clients, executors and trustees with all aspects of personal tax affairs and trust administration, removing the stress of annual accounts, tax returns, HMRC compliance and day–to–day beneficiary requests. In this position, you will lead a dedicated team, shaping the technical direction of the department while working closely with the wider Lifetime Planning practice.
You will advise on:
- Income tax
- Capital gains tax
- Inheritance tax
- SDLT
- Complex non–resident or non–domicile matters
You will prepare:
- Estate accounts
- Trust accounts
- Self–assessment returns
- IHT forms
This role also involves cross–department collaboration with French Legal, Agriculture & Estates, Business, Residential Property and Family teams, reflecting the diverse needs of the client base.
Strong leadership skills, excellent communication and the ability to handle sensitive information with discretion are essential. AAT, ATT, ACA, ACCA or TEP qualification is required, along with experience in complex estate and trust accounting.
Key Focus Areas
- Providing strategic tax and trust compliance advice
- Leading and developing the team
- Delivering technical training
- Supporting business development
- Managing a varied portfolio of personal tax, estate and trust matters
What's on Offer?
- A competitive salary
- A professional legal environment
- A supportive team culture
- Genuine opportunities for progression
- A respected and expanding practice
Experienced Tax Accountants seeking a leadership role with real impact and long–term progression are encouraged to apply. This is an excellent opportunity to join a specialist team that values your expertise and supports your professional growth.
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