Trust Tax Associate

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