Tax Senior - Trusts and Estates

TN United Kingdom; Birmingham; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A professional firm in Birmingham is seeking a Trusts and Estates Tax Senior. The role involves compliance and advisory work for a varied client portfolio, focusing on personal tax and building strong client relationships. The firm offers a supportive environment with great benefits and flexible working options.

Benefits

Staff Pension

Healthcare

Wellbeing Initiatives

Regular Socials

CPD Days

Flexible Working

Hybrid Working

Parking Available

Qualifications

• Experience managing compliance and advisory for trusts and estates.
• Excellent personal tax experience within an accountancy firm.

Responsibilities

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

Skills

Personal Tax

Compliance

Advisory

Relationship Management

Education

ACA

ACCA

ATT

CTA

Job description

Social network you want to login/join with:

Tax Senior - Trusts and Estates, Birmingham

Client:

Location:

Birmingham, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Reference:

5eb0fc2d0b8d

Job Views:

9

Posted:

14.05.2025

Expiry Date:

28.06.2025

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 lifecycle 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 (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 that can provide a 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.