Trust Tax Associate
Up to £60,000 DOE
Fareham
Permanent
Overview
We are seeking a Trust Tax Associate to join our client, an established and growing Tax team within a professional and forward‑thinking financial services environment. This role will support the delivery of high‑quality trust, estate, and personal tax compliance while contributing to a variety of ad hoc advisory tasks. If you have experience in trust taxation and enjoy working in a collaborative environment, this is an excellent opportunity to develop your technical expertise and progress your career.
Key Responsibilities
* Manage trust registration and ongoing maintenance with HMRC.
* Prepare trust tax returns, estate tax returns, and trust accounts, ensuring accuracy and compliance.
* Complete inheritance tax reporting, including periodic and exit charge calculations.
* Support a range of ad hoc tax tasks, including bond gain calculations, pension annual allowance assessments, and CGT and income tax estimates.
* Liaise directly with clients and internal financial advisers to provide clear, timely guidance.
* Maintain up‑to‑date knowledge of trust, estate, and wider tax legislation.
* Provide occasional support at client events and activities.
Experience Required
* Strong knowledge of trust and estate taxation.
* Experience preparing trust tax returns and related submissions.
* Excellent attention to detail with strong analytical abilities.
* Ability to communicate complex tax matters clearly to non‑technical clients.
* Strong organisational skills with the ability to manage multiple cases.
* Professional written and verbal communication skills.
Desirable
* Experience within a professional services environment (accountancy, legal, or private client).
* ATT or CTA qualification.
* Experience dealing directly with HMRC.
Benefits
* Hybrid working pattern.
* Performance bonus + company‑wide bonus.
* 28 days' holiday plus bank holidays and birthday off.
* Private medical insurance and life assurance (4× salary).
* Paid volunteering hours annually.
* Regular social events and team activities.
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