Trust Tax Adviser

Duncan & Toplis; East Midlands; On-site; GBP 50,000 - 75,000; Full time

Job summary

Duncan & Toplis seeks a Trust Tax Adviser to deliver a quality compliance service to Trust clients and provide a broad range of tax advice. The role involves working with high-net-worth individuals, trustees and family offices across Grantham, Boston, Stamford or Boston.

The ideal candidate has experience in trust and estate taxation, strong knowledge of UK trust tax legislation, and relevant professional qualifications or equivalent experience.

Qualifications

• We have extensive experience in trust taxation and compliance across high-net-worth clients.
• Experience in trust and estate taxation within practice or specialist advisory environments.
• Qualified or qualified by experience with professional examinations.

Responsibilities

• Provide specialised advice on trust taxation and compliance matters for clients.
• Review Trust Tax Returns and assist in completion of tax returns.
• Manage own portfolio of trust clients for timely delivery of services.
• Contribute to broader tax advisory work, including distributions, planning and winding up trusts.

Skills

Trust tax experience

UK tax legislation

Communication skills

Analytical skills

Portfolio management

Education

ATT, CTA, STEP, ACA, ACCA or equivalent

Job description

We have an exciting opportunity for a Tax Adviser to join our Trusts Team delivering a quality compliance service to our Trust clients and providing a broad range of tax advice.

We are looking for an experienced and motivated Trust Tax Adviser to join our expanding team in either our Grantham, Boston, Stamford or Boston office.

This is an excellent opportunity for a tax professional with experience in trusts and estates to work with a diverse portfolio of high-net-worth individuals, trustees and family offices.

What does this role involve?

As a Trust Tax Adviser you will provide specialise advice on trust taxation and compliance matters, helping clients navigate tax legislation while delivery practical solutions.

Teamwork

You will work closely with colleagues across our advisory teams and the business, sharing expertise and contributing to delivery high quality solutions. We value collaboration, open communication and have a supportive team culture.

You will build trusted relationships with our clients, delivering clear practical advice and a high standard of service.

Skills and experience

We encourage candidates of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities. To be successful you will have experience of:-

• Review Trust Tax Returns
• Assist in the completion of tax returns

For the right candidate, there will be the opportunity to manage your own portfolio of trust clients.

You will also have the opportunity to contribute to the provision of tax advice for our trust clients, examples of which include:

• advising clients on the tax implications of making distributions
• advising on planning opportunities ahead of 10-year anniversaries
• advising on winding up trusts

What we are looking for

• Experience in trust and estate taxation, ideally gained within practice or a specialist advisory environment.
• Strong knowledge of UK trust tax legislation and compliance requirements.
• ATT, CTA, STEP, ACA, ACCA, or equivalent qualification or qualified by experience
• Excellent communication and client relationship skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple deadlines and priorities effectively.

Join Duncan and Toplis

From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Duncan and Toplis we're committed to helping our people maintain a healthy and balanced lifestyle.

We help our team to develop their talents and encourage ambitious individuals to progress their careers and expand their professional and personal.

Our values of trust, partnership, and inclusivity are at the forefront of everything we do.