Trusts Tax Compliance | Senior Associate

Line of Service

Tax

Industry/Sector

Not Applicable

Specialism

Domestic Tax Compliance

Management Level

Senior Associate

Job Description & Summary

About the Role

Our Tax Compliance team is a leading provider of technology enabled compliance

and integrated advisory services, working across an unrivalled range of

prestigious clients. The variety of work, size of our team and focus on learning

and development brings about opportunities to specialise in particular

industries or technical areas.

Our team is agile and open to new ways of working. The investment in automation

and robotics enables us to be at the forefront of change and innovation.

Together, we produce technical excellence, innovative solutions and an

outstanding client experience.

Within this overall Tax compliance team, our specialist trust compliance team is

responsible for the delivery of trust accounts, trust returns and Inheritance

Tax returns for some significant UK trusts alongside a varied offshore trust

portfolio. This diverse and interesting client base provides an excellent

platform for prospective candidates to develop their skills and focus on a

compliance role in a dedicated trust compliance team.

What your days will look like

• Managing a portfolio of trusts, acting as their key point of contact and

building strong, long-term relationships

• Processing and reviewing trust accounts, trust tax returns, IHT returns and

TRS filings and preparing/reviewing ad hoc tax calculations within

tight timeframes

• Supporting the financial management and profitability of engagements

through maintaining efficiency

• Identifying potential consulting projects that might arise from the

compliance work

• Support and mentor junior team members, contributing to their professional

development and enhancing the overall capability of the team.

This role is for you if

• Must possess a ACA, AAT, ATT, CTA or STEP qualification (or international

equivalent).

• Proven background working in the private client tax space with experience of

delivering compliance and experienced preparer in the following areas.

• Trust accounts and returns.

• Inheritance Tax compliance.

• Ability to work to deadlines.

• Competent working with Microsoft suite.

What you’ll receive from us

No matter where you may be in your career or personal life, our benefits are

designed to add value and support, recognising and rewarding you fairly for your

contributions.

We offer a range of benefits including empowered flexibility and a working week

split between office, home and client site; private medical cover and 24/7

access to a qualified virtual GP; six volunteering days a year and much more.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required

Degrees/Field of Study preferred

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Account Reconciliation, Active

Listening, Analytical Thinking, Business Tax, Calculating Tax, Capital Gains

Tax, Communication, Compliance Oversight, Compliance Support, Corporate Tax

Planning, Corporate Tax Self Assessment, Creativity, Direct Tax, Domestic

Restructuring (Taxes), Drafting Tax Documents, Embracing Change, Emotional

Regulation, Empathy, Financial Statement Analysis, Inclusion, Income Tax

Provisions, Information Gathering, Intellectual Curiosity {+ 30 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

0%

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

February 2, 2026