Vacancy for Accounts & Tax Assistant 192 views

Job Summary


Blake Morgan is one of the UK’s leading full service law firms, with offices in London, Wales, Thames Valley and the South Coast region.   We provide our clients with practical and straightforward legal advice whatever their regional, national and international requirements.   Our clients are commercial business, not-for-profit organisations, government agencies and private individuals.

Role Purpose


The Blake Morgan private client team includes lawyers from a variety of disciplines providing specialist advice to individuals and their families.  The Tax and Trust team comprises specialist trust lawyers and administrators, who advise individuals and their families on all aspects of tax and trust law as part of a wider wealth protection strategy.  This includes UK and offshore tax and trust advice, trust reporting obligations and assistance with the creation, management and termination of trusts.  The probate team has specialist lawyers who provide advice to personal representatives and have a wealth of experience negotiating with HMRC to ensure the right amount of tax is paid and any tax-saving opportunities are identified in respect of a deceased person’s estate.

We are seeking an Accounts & Tax Assistant specialising in trusts and deceased estates to work in a busy private client team based in Southampton covering work from our offices in London and the regions.

The main responsibilities for the Accounts & Tax Assistant will include working independently to:

  • prepare trust and deceased estate accounts
  • prepare self-assessment tax returns and computations
  • prepare inheritance tax returns
  • liaise with HMRC
  • prepare financial analyses of trustee investments
  • attend at trustee meetings to present accounts, tax returns and financial analyses

Skills & Experience


The ideal candidate will be AAT or ATT qualified with at least 3 years’ experience of relevant working within a busy private client team.

Our Culture and Environment

We pride ourselves on our commitment and care for our staff, our clients and our communities and this commitment is written into Our Principles – it’s part of the way we like to do things.

We work as one team and believe in supporting our colleagues to strengthen the firm. We act honestly and openly in all that we do. We care for our communities and encourage all our people to actively participate in our sports, social and charitable activities. We also offer opportunities to develop your skills and knowledge and to progress within the firm via our Blake Morgan Academy.

Blake Morgan strives to create and maintain a positive, non-discriminatory work environment. We will ensure that all applications for vacancies will be considered without discrimination against any person on the basis of race, colour, religion, disability, nationality, ethnic origin, sex, sexual orientation, age or marital status.

Just some of the perks of working at Blake Morgan include:

  • 26 days annual holiday
  • Birthday holiday, should your birthday fall on a working day
  • A discretionary bonus scheme
  • Professional subscriptions
  • BUPA medical insurance
  • Pension scheme matched up to 5%
  • 4 x life cover
  • Free parking
  • Enhanced maternity and paternity leave#

Closing Date: Undisclosed

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