Personal Tax Associate (With Trusts)

  • Location


  • Sector:

    Personal Tax, Trusts

  • Job type:


  • Salary:

    29000 - 39000

  • Contact:

    Alison Tait

  • Contact email:

  • Job ref:


  • Published:

    9 months ago

  • Expiry date:


  • Client:


This is an exciting opportunity for a newly or recently ACA/CTA/STEP qualified private client specialist to working within a growing private client tax team supporting partners, colleagues and clients on matters in relation to UK and offshore trusts and their beneficiaries as well as being responsible for a portfolio of private clients.  Your responsibilities will include:

  • Managing and maintaining a portfolio of trust clients.
  • Preparing and analysing trust accounts and working papers.
  • Preparing tax returns for trust, estate and beneficiary clients.
  • Understanding and interpretting the effects of trust deeds and wills.
  • Advise internal and external clients on trust tax matters
  • Having responsibilty for a portfolio of private clients.
  • Assisting managers with tax advisory work.
  • Participating in business development activites
  • Delegating work to junior team members and reviewing the work upon completion.

This is an interesting role in a friendly and growing team.  You will ideally have tax advisory aswell as compliance experience and must enjoy managing client relationships.