Trusts & Estates Tax Senior

Armstrong Watson; Newcastle upon Tyne; Hybride; GBP 55 000 - 70 000; Plein temps

Avantages offerts par ce poste

Pension scheme

Annual leave

Smart working policy

Health shield cash plan

Employee assistance programme

CPD support

Professional membership fees

Résumé du poste

Armstrong Watson in Newcastle is seeking a Trusts & Estates Tax Senior to join the Private Client Tax team. You will manage a portfolio of trusts and estates, deliver compliance and advisory services, and work closely with trustees, executors and clients to protect wealth and maximise tax efficiency.

We value a practical, client‑focused approach with at least 2 years’ experience in trusts and estates tax, and professional qualifications (AAT/ATT/CTA) or equivalent.

Qualifications

• Minimum 2 years’ practical experience of Trusts and Estates Tax compliance.
• AAT, ATT or CTA qualified/part-qualified, or qualified by experience.
• Full UK Driving Licence.
• Experience in an Accountancy Practice or Law Firm.
• Knowledge of Inheritance Tax, Capital Gains Tax and Income Tax as they relate to trusts and estates.

Responsabilités

• Prepare Trust and Estate Tax Returns accurately within statutory deadlines.
• Manage a portfolio of trusts and estates; be a main client contact for trustees and executors.
• Assist with administration of trusts and estates, including inheritance tax reporting and compliance.
• Support advisory projects on trusts, estates, succession planning and capital gains tax matters.
• Obtain information from clients and third parties; ensure documentation is complete.
• Identify tax planning opportunities and escalate to senior team members.
• Liaise with HMRC on compliance matters and enquiries.
• Collaborate with colleagues across the firm to deliver an exceptional client experience.

Connaissances

Trusts & Estates Tax

UK Tax compliance

Client service

Communication skills

Organisation

Proactive problem-solving

Formation

AAT/ATT/CTA or equivalent

Outils

TRS knowledge

Inheritance Tax knowledge

Description du poste

Trusts & Estates Tax Senior

Department: Tax

Employment Type: Full Time

Location: Newcastle

Description

About Us

Build something exceptional, with us...

Our ambition is clear and openly bold.

Armstrong Watson is on a journey to more than double our turnover by 2030, through disciplined organic growth, the attraction of outstanding talent, and the selective acquisition of like-minded firms.

But growth alone is not the goal.
Reputation is.
And reputation is earned, not inherited.

Our strategic intent is simple to say and hard to deliver.
To become the most respected adviser to privately owned businesses in the North and the UK.

The firm business owners talk about.
The firm lawyers and bankers recommend without hesitation.

To achieve this, we are building the best Accounting and Financial Advisory firm to deal with, not just in the North, but across the UK. Exceptional service, deep expertise, trusted relationships, and absolute reliability define everything we do. These are not slogans; they are standards we hold ourselves to every day.

At our core, we exist for one reason, to help our clients achieve prosperity, a secure future, and peace of mind.

This strategy sets the direction.
Our people, our values‑led culture, and our standards will deliver it.

We are looking for people who want more than the next job. People who care deeply about:

• Standards and professionalism
• Doing work they are proud to put their name to
• Building long‑term client relationships
• Being part of a firm with real momentum and intent

If you want to grow with a business that is ambitious, values‑driven, and serious about excellence, Armstrong Watson offers opportunity and expectation in equal measure.

What you will find here:

• A firm with clear direction and momentum
• Clients who value advice and relationships
• Colleagues who care about doing things properly
• A culture built on Passion, Trust, Humanity and Honesty
• Genuine opportunity to shape your career as the firm grows

This is our moment, and our vision is clear, to build something genuinely remarkable.

The Role

This is an excellent opportunity to join a growing and highly regarded Private Client Tax team, where you'll gain exposure to a wide range of trust and estate matters and have the opportunity to develop your technical knowledge and advisory skills.

Whether you're looking to progress your career as a Tax Assistant or step into a Senior role, we'll support your development through ongoing training, professional qualifications and exposure to complex client work.

Supporting a portfolio of trusts, estates and high-net-worth individuals. The successful candidate will play a key role in delivering both compliance and advisory services, working closely with clients, trustees, executors and colleagues across the firm.

The main elements of this role will include but not be limited to:

• Preparing Trust and Estate Tax Returns accurately and within statutory deadlines.
• Managing a portfolio of trusts and estates, acting as a key point of contact for clients, trustees, executors and intermediaries.
• Assisting with the administration of trusts and estates, including inheritance tax reporting and compliance requirements.
• Supporting the Private Client Tax Team with advisory projects relating to trusts, estates, succession planning, inheritance tax and capital gains tax matters.
• Obtaining information from clients and third parties, ensuring all necessary documentation is received and maintained.
• Identifying tax planning opportunities within the portfolio and escalating these to senior members of the team where appropriate.
• Liaising with HMRC on behalf of clients regarding compliance matters, enquiries and ongoing tax issues.
• Working collaboratively with colleagues across the wider business to deliver an exceptional client experience.
• Assisting with the onboarding of new clients and completion of risk management and compliance documentation.
• Keeping up to date with changes in trust and estate taxation legislation and communicating any potential implications to the wider team.

The Candidate

In order to fulfil the responsibilities of the position, we would like candidates to be / have:

• AAT, ATT or CTA qualified/part-qualified, or qualified by experience.
• A Full UK Driving Licence
• Experience working within an Accountancy Practice or, Law Firm
• A minimum of 2 years’ practical experience of Trusts and Estates Tax compliance.
• An understanding of Trust Registration Service (TRS) requirements and trust administration processes.
• Knowledge of Inheritance Tax, Capital Gains Tax and Income Tax as they relate to trusts and estates.
• Experience of working directly with clients, trustees and executors and providing a high level of service.
• Strong organisational skills with the ability to manage multiple deadlines and priorities.
• Excellent communication skills, both written and verbal, with the confidence to build effective relationships internally and externally.
• A proactive approach with the ability to identify issues and opportunities and escalation where appropriate.
• Strong attention to detail and a commitment to delivering high-quality work.

The Benefits

In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working
• Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
• Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
• Paid professional membership fees

In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.

When you're with us... we're with you.