Private Client Tax Senior Associate - Trusts and Family Office

Private Client Tax Senior Associate (Trusts & Family Office)

Location: London (Hybrid - 50% Office / 50% Remote)

Salary: £37,000 - £50,000 + Full Study Support

Job Type: Full-time, Permanent

Are you looking to build a high-profile career in trust accounting and advisory? Following an internal promotion, a market-leading Top 10 accountancy practice is seeking a Private Client Tax Senior Associate to join its specialist Trusts & Family Office team in London.

This role offers exceptional technical exposure across complex UK and offshore trust structures, direct client management, and a clear, supported track for long-term career progression.

Key Responsibilities

• Trust Accounts & Tax Compliance: Prepare annual trust accounts, tax returns, and related HMRC reporting for a high-value client portfolio.

• IHT & Advisory Support: Assist Partners and Managers on complex Inheritance Tax (IHT) planning and bespoke family office advisory projects.

• Client & Stakeholder Management: Act as a key point of contact for trustees, HNW families, and external professional advisors.

• Mentorship: Support and assist in the development of junior team members.

About You

• Experience: Minimum 2 years of relevant experience in trust accounting and trust tax within accountancy, legal, or fiduciary practice.

• Qualifications: Qualified, part-qualified, or studying toward AAT, ATT, ACA, CTA, or STEP (Qualified-by-Experience candidates with strong technical roots are also highly encouraged to apply).

• Skills: Solid foundation in trust accounting principles, exposure to trust taxation/IHT, and strong client communication skills.

Why This Role Stands Out

• Growth & Progression: Role open due to internal promotion, reflecting a genuine culture of internal advancement.

• Full Study Support: Comprehensive funding and study leave for AAT, ATT, ACA, CTA, or STEP qualifications (potential study clawback support available).

• Agile Culture: Hybrid working model (50% remote/office split) with flexible core hours.

• Supportive Environment: Work directly under an experienced Private Client Partner in a collaborative, team-oriented culture.

How to Apply

For a confidential discussion or to request a full job description, please reach out to Kate Green at kate.green@pro-tax.co.uk.

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