Tax Senior - Trusts and Estates

Hays Senior Finance; Birmingham; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Trusts and Estates Tax specialist to join its supportive tax team. This role offers a unique opportunity to work with a diverse client portfolio, focusing on compliance and advisory work related to CGT, IHT, and estate administration. The firm prides itself on its commitment to staff well-being and offers a flexible, hybrid working environment. With a strong emphasis on professional development and a friendly atmosphere, this position is perfect for a tax professional looking to advance their career while maintaining a healthy work-life balance.

Benefits

Staff Pension

Healthcare

Wellbeing Initiatives

Regular Socials

CPD Days

Flexible Working

Parking Available

Qualifications

• Experience in managing compliance and advisory aspects of trusts and estates.
• Excellent personal tax experience gained within an accountancy firm.

Responsibilities

• Undertake compliance and advisory work across various tax matters.
• Prepare and review trust and estate tax returns.

Skills

Personal Tax Experience

Trusts and Estates Management

Compliance and Advisory Work

Relationship Management

Education

ACA

ACCA

ATT

CTA

Job description

Your new company
Professional and supportive independent firm with a well-established tax team seeking to recruit a Trusts and Estates Tax specialist. This is an excellent opportunity for a tax professional with prior experience of trusts and estates work to join a firm which has a strong focus on staff well-being and work-life balance and has a very stable tax team.

Your new role
Working with a varied portfolio of clients, you will undertake a mix of compliance and advisory work across a range of tax matters including CGT, IHT, residence and domicile and property. Additionally, you will prepare and review trust and estate tax returns and will provide support to clients in relation to IHT planning, estate administration and planning throughout the life-cycle of the process. You will work closely with your clients, building excellent relationships and will guide colleagues on trusts and estates queries for their clients.

What you'll need to succeed
To be considered for this role, you will possess excellent personal tax experience gained within an accountancy firm and will have gained experience managing both compliance and advisory aspects relating to trusts and estates. Relevant qualifications would be beneficial (e.g. ACA/ ACCA/ ATT/ CTA) but experience will be key.
Additionally, you will be great at developing and managing excellent relationships internally and externally and will be adept at managing deadlines, prioritising workload and collaborating with team members.

What you'll get in return
If you are seeking to progress your career within a supportive and professional firm who can provide a very welcoming and friendly working environment. Great benefits are on offer, including staff pension, healthcare, wellbeing initiatives, regular socials and CPD days. Flexible and hybrid working is in operation and parking is available at the offices, which are easily accessible both via public transport and local road networks.

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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