Trusts and Estates Tax team Associate Director

TN United Kingdom; Birmingham; On-site; GBP 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an Associate Director for their Trusts & Estates team. This role offers the opportunity to manage complex trust tax returns and mentor junior staff while contributing to the compliance process and digital initiatives. With a commitment to diversity and inclusion, the firm promotes a healthy work-life balance through flexible working options. Join a collaborative environment where your contributions can make a significant impact, both within the firm and in the wider community.

Benefits

Flexible Working Options

Work-Life Balance Support

Diversity and Inclusion Initiatives

Qualifications

• Experience managing clients and reviewing complex trust tax returns.
• Ability to optimize team resources and manage time effectively.

Responsibilities

• Delegate tasks and develop junior team members.
• Run the compliance process and implement digital improvements.

Skills

Trust Tax Management

Client Advisory

Team Leadership

Compliance Process Management

IHT Reporting

Job description

Trusts & Estates Tax Associate Director

NEW GROUND WON’T BREAK ITSELF.

Every day, our teams help people in businesses and communities to do what is right and achieve their goals.

We’re happy to discuss flexible working options, including reduced hours and job shares. We support you in balancing your work and personal life.

The National Private Assurance - Trusts & Estates team manages all tax aspects of approximately 750 UK and offshore trust and estate clients.

A look into the role

As an Associate Director in our team, you will:

1. Have experience managing clients with a key skill of reviewing complex trust tax returns and accounts prepared by the team.
2. Optimize team resource delivery and manage your own time effectively, helping team members meet deadlines.
3. Delegate tasks and develop junior team members.
4. Take responsibility for running the compliance process, including process improvements and implementing Grant Thornton's digital agenda.

Knowing you’re right for us

The minimum criteria for joining us as an Associate Director within the Trusts team include experience in managing and advising on Trusts. Additional skills that are advantageous include:

1. Experience managing and advising on estates; knowledge of IHT reporting is also beneficial.
2. Ambition to grow the advisory part of the business; advisory experience is advantageous but not essential, as support will be provided.
3. Opportunities to engage in the wider Private tax practice.

Knowing we’re right for you

At Grant Thornton, we value diversity and inclusion, fostering a culture where everyone can perform at their best and realize their potential.

Our open and accessible culture encourages interaction with leaders who are interested in your contributions. We support bringing your whole self to work and pursuing passions both inside and outside of work.

Beyond the job

We believe life extends beyond work. We offer flexible working options to help maintain a healthy work-life balance.

The impact you make here can reach beyond your daily tasks, including secondments, fundraising for charities, or supporting entrepreneurs globally. Our values—purposefully driven, actively curious, candid but kind—guide our actions.

We seek individuals eager to contribute, innovate, and exceed expectations—doing what’s right for the firm, clients, colleagues, and themselves.