At a Glance
- Tasks: Manage trust portfolios and build strong client relationships while delivering compliance services.
- Company: Leading tax compliance team with a focus on innovation and professional development.
- Benefits: Flexible working, private medical cover, volunteering days, and supportive work culture.
- Why this job: Join a dynamic team and make a real impact in the trust compliance space.
- Qualifications: ACA, AAT, ATT, CTA or STEP qualification required; experience in private client tax preferred.
- Other info: Opportunities for mentorship and career growth in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
About the Role: Our Tax Compliance team is a leading provider of technology enabled compliance and integrated advisory services, working across an unrivalled range of prestigious clients. The variety of work, size of our team and focus on learning and development brings about opportunities to specialise in particular industries or technical areas. Our team is agile and open to new ways of working. The investment in automation and robotics enables us to be at the forefront of change and innovation. Together, we produce technical excellence, innovative solutions and an outstanding client experience.
Within this overall Tax compliance team, our specialist trust compliance team is responsible for the delivery of trust accounts, trust returns and Inheritance Tax returns for some significant UK trusts alongside a varied offshore trust portfolio. This diverse and interesting client base provides an excellent platform for prospective candidates to develop their skills and focus on a compliance role in a dedicated trust compliance team.
What your days will look like:
- Managing a portfolio of trusts, acting as their key point of contact and building strong, long-term relationships.
- Processing and reviewing trust accounts, trust tax returns, IHT returns and TRS filings and preparing/reviewing ad hoc tax calculations within tight timeframes.
- Supporting the financial management and profitability of engagements through maintaining efficiency.
- Identifying potential consulting projects that might arise from the compliance work.
- Support and mentor junior team members, contributing to their professional development and enhancing the overall capability of the team.
This role is for you if:
- Must possess a ACA, AAT, ATT, CTA or STEP qualification (or international equivalent).
- Proven background working in the private client tax space with experience of delivering compliance and experienced preparer in the following areas: Trust accounts and returns, Inheritance Tax compliance.
- Ability to work to deadlines.
- Competent working with Microsoft suite.
What you’ll receive from us: No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions. We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.
Trusts Tax Compliance | Senior Associate employer: PwC
Contact Detail:
PwC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Tax Compliance | Senior Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax compliance field, especially those who work with trusts. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your experience with trust accounts and tax returns. This will help you stand out during interviews and demonstrate your expertise in the private client tax space.
✨Tip Number 3
Stay updated on industry trends! Follow relevant news and developments in tax compliance and trusts. This knowledge will not only impress interviewers but also help you engage in meaningful conversations.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our team. Make sure to highlight your qualifications and experience that align with the role of Senior Associate in Trusts Tax Compliance.
We think you need these skills to ace Trusts Tax Compliance | Senior Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trusts Tax Compliance role. Highlight your qualifications like ACA, AAT, ATT, CTA or STEP, and any relevant experience in trust accounts and Inheritance Tax compliance.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax compliance and how your background makes you a perfect fit for our team. Don’t forget to mention your ability to build strong client relationships!
Showcase Your Technical Skills: Since we’re all about innovation and technology, make sure to highlight your proficiency with the Microsoft suite and any experience with automation tools. This will show us you’re ready to embrace new ways of working!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at PwC
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust accounts, tax returns, and Inheritance Tax compliance. Being able to discuss specific cases or examples from your experience will show that you’re not just familiar with the theory but can apply it in practice.
✨Showcase Your Tech Savvy
Since the role involves technology-enabled compliance, be prepared to talk about any relevant software or tools you've used. Highlight your experience with automation and robotics in tax compliance, as this aligns perfectly with their focus on innovation.
✨Demonstrate Your Client Management Skills
This position requires building strong relationships with clients. Think of examples where you've successfully managed client portfolios or resolved issues. Be ready to explain how you maintain efficiency while ensuring a great client experience.
✨Mentorship Matters
As you'll be supporting and mentoring junior team members, come prepared with examples of how you've contributed to others' professional development. This shows that you’re not only focused on your own success but also on enhancing the team's overall capability.