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