Trusts Tax Compliance - Senior Associate Newcastle

Trust Tax Compliance Senior Associate, Big 4 Firm

Newcastle
£40,000 - £50,000 + Benefits + Bonus
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 include:

• 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

Want to find out more?
Drop an email to [email protected] or call on 07846 741892 .

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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.