Trust Tax Associate

Up to £60,000 DOE Fareham Permanent

We are seeking a Trust Tax Associate to join our client, an established and growing Tax team within a professional and forward-thinking financial services environment. This role will support the delivery of high-quality trust, estate, and personal tax compliance while contributing to a variety of ad hoc advisory tasks. If you have experience in trust taxation and enjoy working in a collaborative environment, this is an excellent opportunity to develop your technical expertise and progress your career.

Key Responsibilities

• Manage trust registration and ongoing maintenance with HMRC.
• Prepare trust tax returns, estate tax returns, and trust accounts, ensuring accuracy and compliance.
• Complete inheritance tax reporting, including periodic and exit charge calculations.
• Support a range of ad hoc tax tasks, including bond gain calculations, pension annual allowance assessments, and CGT and income tax estimates.
• Liaise directly with clients and internal financial advisers to provide clear, timely guidance.
• Maintain up-to-date knowledge of trust, estate, and wider tax legislation.
• Provide occasional support at client events and activities.

Experience Required

• Strong knowledge of trust and estate taxation.
• Experience preparing trust tax returns and related submissions.
• Excellent attention to detail with strong analytical abilities.
• Ability to communicate complex tax matters clearly to non-technical clients.
• Strong organisational skills with the ability to manage multiple cases.
• Professional written and verbal communication skills.

Desirable:

• Experience within a professional services environment (accountancy, legal, or private client).
• ATT or CTA qualification.
• Experience dealing directly with HMRC.

Benefits

• Hybrid working pattern
• Performance bonus + company-wide bonus.
• 28 days' holiday plus bank holidays and birthday off.
• Private medical insurance and life assurance (4× salary).
• Paid volunteering hours annually.
• Regular social events and team activities.