Tax Senior - Trusts and Estates

Hays Taxation; Birmingham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Join a professional and supportive independent firm as a Trusts and Estates Tax specialist. This role offers a fantastic opportunity to work with a diverse client portfolio, focusing on compliance and advisory tasks related to trusts and estates. You will build strong relationships with clients and guide colleagues on tax queries, all within a firm that values staff well-being and work-life balance. Enjoy great benefits in a welcoming environment that promotes career progression and flexible working arrangements.

Benefits

Staff Pension

Healthcare

Wellbeing Initiatives

Regular Socials

CPD Days

Flexible Working

Parking Available

Qualifications

• Experience managing compliance and advisory aspects of trusts and estates.
• Excellent relationship-building skills with clients and team members.

Responsibilities

• Undertake compliance and advisory work for a varied portfolio of clients.
• Prepare and review trust and estate tax returns.

Skills

Personal Tax Experience

Compliance Management

Advisory Skills

Relationship Management

Deadline 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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