A fantastic opportunity to join an established tax team providing compliance and reporting services across a diverse portfolio of fiduciary clients, including trusts and companies. This mid-level role blends hands-on technical tax work with supervisory responsibilities, making it an ideal next step for an experienced tax professional looking to grow into a leadership-oriented position.

Key Responsibilities

• Managing a portfolio of trust and company clients, ensuring all tax compliance obligations are met accurately and on time

• Preparing and reviewing tax returns and reporting across Income Tax, Corporation Tax, Capital Gains Tax, ATED, Inheritance Tax, ATED, ATED, VAT, and ATED RISPG calculations

• Reviewing work produced by junior team members and providing technical guidance, coaching, and constructive feedback

• Supporting workflow management and task prioritisation within the tax team

• Reviewing trust and company accounts to identify tax risks

• Acting as a point of reference for tax queries from across the business

• Liaising with clients, beneficiaries, settlors, and professional advisers on tax matters

What We’re Looking For

• Minimum 3 years of relevant tax experience

• ATT, STEP, or ACCA qualified (or equivalent) preferred

• CTA studies commenced or a willingness to pursue further qualifications is desirable

• Experience with fiduciary structures, trusts, and companies preferred

• Strong technical knowledge of UK taxation; knowledge of other jurisdictions is a bonus

• Excellent communication, organisational, and stakeholder management skills

• Ability to supervise and develop junior colleagues