Private Client Tax Senior Associate - Trusts and Family Office

Private Client Tax Senior Associate (Trusts & Family Office)

London | Hybrid Working | £37,000 - £50,000 | Full Study Support

A highly regarded Top 10 accountancy and advisory firm is looking to appoint a Private Client Tax Senior Associate to join its specialist Trusts & Family Office team in London.

This opportunity has arisen following an internal promotion and offers the chance to join a close-knit team working with high-net-worth individuals, trustees and family office clients on a broad range of trust matters.

For candidates looking to build a long-term career in trusts, this is an excellent opportunity to join a team that genuinely invests in development, progression and technical excellence.

Why This Role Stands Out

• Vacancy created through an internal promotion
• Specialist Trusts & Family Office team with an excellent reputation
• Exposure to complex UK and offshore trust structures
• Strong focus on career progression and professional development
• Full study support available for AAT, ATT, ACA, CTA and STEP
• Open to qualified, part-qualified and qualified-by-experience candidates
• Supportive and collaborative team culture
• Hybrid working model (50%)
• Potential support with study clawback arrangements for the right candidate

The Opportunity

The successful Private Client Tax Senior Associate will be responsible for supporting the delivery of trust accounting, trust taxation and inheritance tax work across a varied portfolio.

Working closely with senior team members, the Private Client Tax Senior Associate will gain exposure to a broad range of technical trust matters while developing strong client relationships within a highly respected private client practice.

Responsibilities

• Preparation of trust accounts
• Trust tax compliance and related reporting
• Supporting inheritance tax work
• Managing day-to-day client queries
• Building relationships with trustees and other stakeholders
• Supporting advisory projects across trusts and family office clients
• Working closely with senior members of the private client team
• Assisting with the development of junior team members

About You

To be considered for this Private Client Tax Senior Associate role, you should have:

• A minimum of two years' relevant trusts experience
• Strong trust accounting experience
• Exposure to trust taxation and/or inheritance tax matters
• Experience gained within an accountancy practice or law firm environment
• Strong communication and client-facing skills
• ATT, AAT, ACA, CTA or STEP qualifications (or studies in progress)

The team is also open to speaking with qualified-by-experience candidates who can demonstrate strong trust expertise.

The Team

You'll be joining a specialist Trusts & Family Office team led by an experienced Private Client Partner. The team has a strong reputation for developing talent, with several team members progressing internally and many having built their careers within the trusts profession from an early stage.

The culture is collaborative, supportive and genuinely focused on helping individuals build long-term careers within private client trusts.

Apply

This Private Client Tax Senior Associate opportunity would suit candidates currently working in trusts, fiduciary services, private client tax, private wealth or family office environments who are looking to join a leading specialist team.

For a confidential discussion, please get in touch. Kate.green@pro-tax.co.uk

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