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Permanent

Private Client Tax Senior Associate - Trusts and Family Office

Pro-Tax Recruitment
London
money-bag £37000 Annual
Posted: 09 September 2026 (Today)
Closing date: 09 October 2026
Ref: 3172360511

Private Client Tax Senior Associate (Trusts and Family Office) Location: London (Hybrid - 50% Office / 50% Remote) Salary: £37,000 - £50,000 + Full Study Support Job Type: Full-time, Permanent Are you looking to build a high-profile career in trust accounting and advisory? Following an internal promotion, a market-leading Top 10 accountancy practice is seeking a Private Client Tax Senior Associate to join its specialist Trusts and Family Office team in London. This role offers exceptional technical exposure across complex UK and offshore trust structures, direct client management, and a clear, supported track for long-term career progression. Key Responsibilities Trust Accounts and Tax Compliance: Prepare annual trust accounts, tax returns, and related HMRC reporting for a high-value client portfolio. IHT and Advisory Support: Assist Partners and Managers on complex Inheritance Tax (IHT) planning and bespoke family office advisory projects. Client and Stakeholder Management: Act as a key point of contact for trustees, HNW families, and external professional advisors. Mentorship: Support and assist in the development of junior team members. About You Experience: Minimum 2 years of relevant experience in trust accounting and trust tax within accountancy, legal, or fiduciary practice. Qualifications: Qualified, part-qualified, or studying toward AAT, ATT, ACA, CTA, or STEP (Qualified-by-Experience candidates with strong technical roots are also highly encouraged ..... full job details .....

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