At a Glance
- Tasks: Manage UK and offshore trusts, preparing accounts and tax returns while building client relationships.
- Company: Join a Big 4 firm known for its innovative tax compliance team.
- Benefits: Enjoy hybrid working, private medical care, and six volunteering days each year.
- Other info: Exceptional training and clear career progression opportunities await you.
- Why this job: Specialise in complex trusts and enhance your expertise in a tech-driven environment.
- Qualifications: ACA, AAT, ATT, CTA or STEP qualification with trust compliance experience required.
The predicted salary is between 40000 - 50000 £ per year.
Do you want to specialise in complex UK and offshore trusts within a Big 4 environment? Enjoy building long‑term relationships with high‑value private clients? Want to join a team at the forefront of tax technology, automation and innovation?
Benefits
- Hybrid working with genuine flexibility
- Private medical + 24/7 virtual GP
- Six volunteering days per year
- Industry‑leading learning & development programmes
Your new firm
Our client is a Big 4 practice renowned for its market‑leading, technology‑enabled Tax Compliance team. Working with an unrivalled range of prestigious UK and international clients, the team combines technical excellence with innovation through significant investment in automation, robotics, and digital tax solutions. This environment offers exceptional exposure, professional development, and the opportunity to specialise in complex technical areas. Within this division, the dedicated Trust Compliance Team delivers trust accounts, trust tax returns and Inheritance Tax returns for some of the UK’s most significant trusts, alongside a diverse offshore trust portfolio. The breadth and complexity of work make this an outstanding platform to deepen your technical expertise and progress within a truly specialist team.
Your new role
As a Trust Tax Senior, you will manage your own portfolio of UK and offshore trusts, acting as a key point of contact while cultivating long‑term client relationships. You will prepare and review trust accounts, trust returns, IHT returns, and TRS filings, ensuring accuracy and timely delivery across all compliance areas. You will also contribute to financial management, spotting consulting opportunities arising from compliance work, and play a key role in supporting and developing junior team members.
Key responsibilities
- Managing a portfolio of UK and offshore trusts as main client contact
- Preparing and reviewing trust accounts, trust tax returns, IHT returns and TRS submissions
- Delivering accurate ad‑hoc tax calculations within tight timeframes
- Supporting engagement profitability and workflow efficiency
- Identifying advisory opportunities emerging from compliance activity
- Mentoring and developing junior team members
To be successful in this role, you’ll need
- ACA, AAT, ATT, CTA or STEP qualification (or international equivalent)
- Strong private client tax background with hands‑on trust compliance experience
- Experience preparing trust accounts, trust returns and IHT returns
- Ability to manage deadlines and juggle multiple deliverables
- Good working knowledge of Microsoft suite
Benefits
- Hybrid working (office/home/client site split)
- Private medical + 24/7 virtual GP
- Six volunteering days each year
- Exceptional internal training, clear progression pathways
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.
Trusts Tax Compliance - Senior Associate Newcastle in Newcastle upon Tyne employer: PRO-TAX RECRUITMENT LIMITED
Join a leading Big 4 firm in Newcastle, where you will thrive in a dynamic work culture that prioritises innovation and professional growth. With hybrid working options, comprehensive benefits including private medical care, and a commitment to employee development through industry-leading training programmes, this role offers an exceptional opportunity to specialise in complex trust tax compliance while building lasting relationships with high-value clients.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trusts Tax Compliance - Senior Associate Newcastle in Newcastle upon Tyne
✨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 LIMITED, 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 Trusts Tax Compliance - Senior Associate Newcastle in Newcastle upon Tyne
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 LIMITED'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 LIMITED. 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 LIMITED!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨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 LIMITED.
✨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 LIMITED. It helps to show our commitment!
