Trusts Tax Specialist

Duncan & Toplis Group; East Midlands; Híbrido; GBP 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working

CPD supported training

Private medical insurance

Study leave

Descripción de la vacante

Duncan & Toplis invites applications for a Trust Tax Specialist to join our Trusts Team, delivering quality compliance and tax advisory to a diverse client portfolio of high-net-worth individuals and trustees.

You will provide expert advice on trust taxation, support from across advisory teams, and develop trusted client relationships while delivering practical tax solutions.

Formación

• Wealth of experience in trust and estate taxation within practice or advisory environment.
• Strong knowledge of UK trust tax rules and compliance requirements.
• Qualified by experience or with professional qualifications listed above.

Responsabilidades

• Review trust tax returns.
• Assist in completion of tax returns.
• Manage a portfolio of trust clients.
• Advise on distributions, 10-year anniversaries planning, and winding up trusts.

Conocimientos

Trust taxation experience

UK trust tax legislation

Client relationship skills

Analytical thinking

Deadline management

Educación

ATT/CTA/STEP/ACA/ACCA or equivalent qualification

Descripción del empleo

We have an exciting opportunity for a Tax Specialist 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 Specialist to join our expanding team. 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 and trustees.

What does this role involve?

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

Teamwork

You will work closely with colleagues across our advisory teams and the business, sharing expertise and contributing to delivering 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:

• Review trust tax returns.
• Assist in the completion of tax returns.
• The opportunity to manage your own portfolio of trust clients.
• 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 & Toplis

From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Duncan & 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 capability with fully supported training and CPD.

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

Full support and 18 weeks full pay for maternity and adoption leave, inclusive of statutory maternity and adoption pay, and two weeks full pay paternity leave for eligible team members.

Fully supported training and CPD

Continuous learning support to help develop skills and long-term goals through mentoring, coaching, technical and soft skill training.

Death in service

Insured benefit available to all team members up to the age of 65, four times annual salary. Conditions apply.

Discounted wills and power of attorney

50% discount for team members and their partners and 25% discount for team members' parents and children.

Enhanced holidays

Minimum of 22 days annual leave (plus bank holidays), increasing to 27 days after five years of service and for managers. 32 days (plus bank holidays) for directors.

Private medical insurance

Non-subsidised purchase through a group company scheme.

Flexible annual leave

Buying or selling of annual leave up to five days. Conditions apply.

Talent referral bonus

Bonus payments up to £1,000 on successful candidate referrals for eligible team members.

Employer contribution starts at 3% with length of service-related increases and up to 7% matched contributions for eligible team members.

Half day paid leave matched with half day annual leave for voluntary and charitable activities.

Employee assistance programme for 24/7 confidential support from trained counsellors and access to trained mental health advisers.

Team milestone award

Milestone celebration rewards at five, 10, 15 and 25 years with additional benefits, experience vouchers, and gifts.

Online fitness classes

Online fitness programmes with a variety of workouts, including yoga, pilates, strength training, and cardio.

Permanent health insurance

Permanent health insurance is available to eligible team members who have one years continuous service. Conditions apply.

Agile working - hybrid/flexible

Flexible working hours and locations (office or home) for a better work life balance.

Enhanced sickness entitlement

Four weeks full pay followed by four weeks half pay (on completion of probationary period and subject to terms and conditions of employment).

Study leave

Study leave to help achieve fully supported qualifications.

EV salary sacrifice scheme

Salary sacrifice scheme to lease an electric vehicle, smart charger, EV energy tariff, and free miles in one hassle-free package.

Management and leadership academy

Our development programmes are designed for all career stages, from the first step into management through to our six-month leadership academy.

Healthcare workplace app

Empowering team members with digital-first tools and professional care, including guidance, consultations, and support for mental and physical wellbeing.

Fully supported qualifications

Helping the next generation of accountants and advisers to achieve formal, industry-recognised qualifications.

Cycle to work scheme

Purchase a bike through this scheme and pay it back over a 12-month period.