At a Glance
- Tasks: Support trust accounting, taxation, and inheritance tax work for high-net-worth clients.
- Company: Top 10 accountancy firm with a strong reputation in trusts and family office services.
- Benefits: Competitive salary, full study support, hybrid working, and career progression opportunities.
- Other info: Collaborative culture focused on long-term career development.
- Why this job: Join a close-knit team and develop your expertise in a dynamic environment.
- Qualifications: Minimum two years' experience in trusts and strong communication skills required.
The predicted salary is between 37000 - 50000 £ per year.
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.
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 employer: Pro-Tax Recruitment
Join a dynamic team in Newcastle as a Private Client Tax Assistant Manager, where you will enjoy a supportive work culture that prioritises employee development and offers competitive benefits. With opportunities for professional growth and a focus on work-life balance through hybrid working arrangements, this role is perfect for those looking to make a meaningful impact in tax compliance and advisory for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Associate - Trusts and Family Office
✨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, 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
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'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. 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!
How to prepare for a job interview at Pro-Tax Recruitment
✨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.
✨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. It helps to show our commitment!
