At a Glance
- Tasks: Prepare trust accounts, tax returns, and provide advisory support for high-value clients.
- Company: Join a top 10 accountancy practice with a focus on trusts and family offices.
- Benefits: Competitive salary, full study support, and hybrid working model.
- Other info: Collaborative culture with mentorship opportunities and flexible working hours.
- Why this job: Build a high-profile career with clear progression in a supportive environment.
- Qualifications: 2+ years in trust accounting; AAT, ATT, ACA, CTA, or STEP qualifications preferred.
The predicted salary is between 37000 - 50000 £ per year.
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.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Senior Associate - Trusts and Family Office in London employer: Pro-Tax Recruitment Careers
As a Senior Tax Manager in our market-leading Tax team based in London, you will thrive in a dynamic and inclusive work culture that prioritises employee growth and development. With competitive benefits including a generous salary, car allowance, and bonus structure, we empower our team members to excel while working on high-profile engagements in the fast-paced Banking and Capital Markets sector. Join us to be part of a collaborative environment where your expertise will shape the future of tax advisory for influential financial services clients.
Contact Details:
Pro-Tax Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Associate - Trusts and Family Office in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Pro-Tax Recruitment Careers, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Senior Associate - Trusts and Family Office in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Pro-Tax Recruitment Careers's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Pro-Tax Recruitment Careers. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Pro-Tax Recruitment Careers!
How to prepare for a job interview at Pro-Tax Recruitment Careers
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Pro-Tax Recruitment Careers.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Pro-Tax Recruitment Careers. It helps to show our commitment!
