Senior Trusts & Estates Tax Advisor - Remote

Armstrong Watson; Heald Green; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Salary Sacrifice Pension Scheme (4x) +

Life Cover

Health Shield Cash Plan

Employee Assistance Programme

Introductory Commission Scheme

Employee referral scheme

CPD investment

Fees for professional memberships

Job summary

Armstrong Watson is seeking a Trusts & Estates Tax Senior to join the Private Client Tax team in Newcastle. You will gain exposure to a wide range of trust and estate matters, developing technical knowledge and advisory skills.

You will support both compliance and advisory work for a portfolio of trusts and high-net-worth individuals, collaborating with trustees, executors and colleagues across the firm.

Qualifications

• AAT, ATT or CTA qualified/part-qualified, or qualified by experience.
• Full UK Driving Licence.
• Experience in an Accountancy Practice or Law Firm.
• Minimum 2 years’ practical experience in Trusts and Estates tax compliance.
• Understanding of TRS requirements and trust administration processes.
• Knowledge of Inheritance Tax, Capital Gains Tax and Income Tax for trusts and estates.
• Experience working with clients, trustees, and executors, delivering high-quality service.
• Strong organisational skills with ability to manage deadlines and priorities.
• Excellent written and verbal communication; ability to build internal and external relationships.
• Proactive approach with the ability to identify issues and escalation where appropriate.

Responsibilities

• Prepare Trust and Estate Tax Returns accurately within statutory deadlines.
• Manage a portfolio of trusts and estates; serve as the main client contact for trustees and executors.
• Assist with administration of trusts and estates, including inheritance tax reporting and compliance.
• Support advisory projects on trusts, estates, succession planning, IHT and CGT matters.
• Gather information from clients and third parties; ensure documentation is complete.
• Identify tax planning opportunities and escalate to senior team members.
• Liaise with HMRC on compliance matters and inquiries.
• Collaborate with colleagues across the firm to deliver an excellent client experience.
• Assist onboarding of new clients and complete risk management and compliance tasks.
• Stay updated on changes in trust and estate taxation legislation.

Skills

Trusts & Estates tax experience

Organisational skills

Excellent communication

Proactive mindset

Attention to detail

Manage multiple deadlines

Client relationship skills

Education

AAT, ATT or CTA qualified/part-qualified

Qualified by experience

2 years’ Trusts & Estates tax experience

Job description

Armstrong Watson is seeking a Trusts & Estates Tax Senior to join the Private Client Tax team in Newcastle. You will gain exposure to a wide range of trust and estate matters, developing technical knowledge and advisory skills.

You will support both compliance and advisory work for a portfolio of trusts and high-net-worth individuals, collaborating with trustees, executors and colleagues across the firm.