Tax Senior

Job Title:Tax Senior – Tax DepartmentSalary:£35,000 - £40,000 (Dependent on experience)Location:Edgbaston, Birmingham / Flexible working

Job Overview:We are seeking an experienced and motivated Tax Senior with specialist experience in trusts, estates, and inheritance tax (IHT). You will work with a varied portfolio, contribute to advisory work, and navigate complex tax matters ensuring technical excellence and outstanding client service.

The Role:

• Managing a portfolio of individuals, partnerships, trusts, and estates, overseeing both compliance and advisory work.
• Preparing and reviewing self-assessment tax returns.
• Supporting advisory work including capital gains tax, residence and domicile, property income, and business tax planning.
• Preparing and reviewing trust and estate tax returns.
• Providing IHT planning advice to clients, including support on lifetime giving strategies, estate planning, and IHT reliefs.
• Supporting clients through the estate administration process—from calculating IHT liabilities to liaising with legal teams and executors.
• Reviewing the work of junior team members and supporting their development.

To be considered, you will need:

• Strong working knowledge of trust taxation, IHT, and estate planning.
• Solid knowledge of UK personal tax.
• Confidence in reviewing and preparing trust accounts and SA900 returns.

Job Benefits:

• Supportive team environment that values professional growth and career progression.
• A dedicated wellbeing team, providing support, initiatives, and resources to promote a healthy work-life balance.
• Competitive salary and comprehensive benefits package, including:
  • Company pension scheme
  • Company health cash plan
  • Free on-site parking
  • Fully funded professional qualifications and CPD courses
• Access to a staff benefits platform, offering health and wellbeing support plus exclusive retail discounts.

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