Trusts Tax Compliance | Senior Associate

PwC UK; Greater London; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Private medical cover

24/7 access to a qualified virtual GP

Six volunteering days a year

Flexible working arrangements

Job summary

A leading global professional services firm is seeking a Trusts Tax Compliance Senior Associate based in the Greater London area. The role involves managing a portfolio of trusts, delivering compliance services such as trust accounts and Inheritance Tax returns, and mentoring junior team members. The ideal candidate will have a relevant professional qualification and experience in private client tax. The firm offers flexible working arrangements, competitive benefits, and a dynamic work environment.

Qualifications

• Possess ACA, AAT, ATT, CTA or STEP qualification (or international equivalent).
• Experience in delivering compliance with trust accounts and returns.
• Inheritance Tax compliance expertise.

Responsibilities

• Manage a portfolio of trusts, acting as the key point of contact.
• Process and review trust accounts, tax returns, and filings.
• Support financial management and maintain engagement efficiency.
• Identify potential consulting projects from compliance work.
• Mentor junior team members and enhance team capability.

Skills

Private client tax experience

Deadline management

Microsoft suite

Education

ACA, AAT, ATT, CTA or STEP qualification

Job description

Trusts Tax Compliance Senior Associate – PwC UK

Join to apply for the Trusts Tax Compliance Senior Associate role at PwC UK.

About the Role

Our Tax Compliance team is a leading provider of technology enabled compliance and integrated advisory services, working across an unrivalled range of prestigious clients. The variety of work, size of our team and focus on learning and development brings about opportunities to specialise in particular industries or technical areas. Our team is agile and open to new ways of working. The investment in automation and robotics enables us to be at the forefront of change and innovation. Together, we produce technical excellence, innovative solutions and an outstanding client experience. Within this overall Tax compliance team, our specialist trust compliance team is responsible for the delivery of trust accounts, trust returns and Inheritance Tax returns for some significant UK trusts alongside a varied offshore trust portfolio. This diverse and interesting client base provides an excellent platform for prospective candidates to develop their skills and focus on a compliance role in a dedicated trust compliance team.

What Your Days Will Look Like

• Managing a portfolio of trusts, acting as their key point of contact and building strong, long-term relationships
• Processing and reviewing trust accounts, trust tax returns, IHT returns and TRS filings and preparing/reviewing ad hoc tax calculations within tight timeframes
• Supporting the financial management and profitability of engagements through maintaining efficiency
• Identifying potential consulting projects that might arise from the compliance work
• Support and mentor junior team members, contributing to their professional development and enhancing the overall capability of the team

This Role Is For You If

• Must possess a ACA, AAT, ATT, CTA or STEP qualification (or international equivalent)
• Proven background working in the private client tax space with experience of delivering compliance and experienced preparer in the following areas: trust accounts and returns
• Inheritance Tax compliance
• Ability to work to deadlines
• Competent working with Microsoft suite

What You’ll Receive From Us

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions. We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.

Seniority level: Mid-Senior level

Employment type: Full‑time

Job function: Finance and Sales

Industry: Accounting