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.