Tax Associate Private Assurance Trusts

Grant Thornton UK LLP; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading audit, tax, and advisory firm is seeking an Associate for their Trusts Tax team in Birmingham. The role involves managing a portfolio of trust and estate clients, conducting technical research, and engaging in compliance and advisory tasks. Candidates should have a working knowledge of Trusts Tax, a professional qualification (ATT), and some tax experience. The position offers opportunities for professional development and secondment while supporting flexible working arrangements.

Benefits

Flexible working arrangements

Professional development opportunities

Inclusive environment

Qualifications

• Working knowledge of Trusts Tax and experience managing a small client portfolio.
• Minimum professional qualification (ATT) with post-qualification experience.
• Desirable skills include several years of tax experience and company accountant experience.

Responsibilities

• Gain experience in compliance and advisory role to help clients preserve wealth.
• Conduct technical research, produce tax reports, and liaise with HMRC on behalf of clients.
• Enjoy secondment opportunities and build internal networks.
• Stay updated with tax regulation developments.
• Engage in on-the-job learning with support for gaining a professional qualification.

Job description

Every day our teams help people in businesses and communities to do what is right and achieve their goals. Working as part of our National Trusts Tax team, you'll have the opportunity to manage a large and varied portfolio of clients with support from an exceptional network of senior leadership and junior colleagues. We work to develop our internal talent and offer a great deal of client exposure and responsibility in return.

Our GT Private Assurance - Trusts and Estates team specialises in managing all aspects of the tax affairs of trusts and estates. You will manage a client portfolio, deal directly with trustees and beneficiaries, prepare annual trust and estate accounts and tax returns, and handle other HMRC reporting, such as Inheritance Tax reporting and the trust registration service. You will also work on advisory projects, ranging from addressing day-to-day queries to preparing tax computations for non-UK trusts, and advising on complex structuring projects and family wealth planning.

Building strong relationships quickly is essential, as is a passion for both compliance and advisory work. Our Tax practice comprises over 15 teams with more than 40 partners, serving clients across sectors including media, entertainment, technology, finance, and non-profit. We focus on understanding our clients' issues and helping them do what is right, despite challenges, supported by a solutions-oriented environment.

A look into the role

As an Associate in our Trusts Tax team, you will:

1. Gain challenging on-the-ground experience in a mixed compliance and advisory role, helping clients operate in a more tax-efficient manner to preserve wealth.
2. Conduct technical research, produce tax reports, and liaise with HM Revenue & Customs on behalf of clients.
3. Enjoy secondment opportunities and build internal networks.
4. Stay updated with UK and international tax regulation developments.
5. Engage in on-the-job learning with support for gaining a professional qualification.

You should have a working knowledge of Trusts Tax and experience managing a small client portfolio. We're committed to supporting your professional and personal development.

The minimum criteria include a professional qualification (ATT) with post-qualification experience. Desirable skills include some years of tax experience and company accountant experience, but don't worry if you don't meet every requirement; we'll help you develop along the way.

About Grant Thornton

The UK member firms of Grant Thornton are part of a global network of independent audit, tax, and advisory firms with approximately 76,000 people in over 150 countries. We value quality, inclusion, and integrity, and strive to deliver a different, better experience for our clients—personal, proactive, and agile.

Our culture thrives on the contributions of all our people. We foster an inclusive environment where valuing differences and respecting colleagues helps everyone perform at their best and realize their potential. We promote a culture of openness and accessibility, encouraging interaction with leaders who are genuinely interested in your growth.

Beyond work, we support flexible working arrangements to help balance your professional and personal life. The impact you make extends beyond your day job, through secondments, charitable activities, and supporting entrepreneurs worldwide. Our core values—purposefully driven, actively curious, and candid but kind—guide us in doing the right thing for our firm, clients, and communities.