Trust Tax Associate
Up to £60,000 DOE
Fareham
Permanent
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.
