Tax Senior – Tax Department

 Job Overview: 

We are seeking an experienced and motivated Tax Senior with specialist experience in trusts, estates, and inheritance tax (IHT). 

You will work with a varied portfolio, contribute to advisory work and navigating complex tax matters, ensuring technical excellence and outstanding client service. 

The Role: 

• Managing a portfolio of individuals, partnerships, trusts and estates, overseeing both compliance and advisory work. 
• Preparing and reviewing self-assessment tax returns. 
• Supporting advisory work including capital gains tax, residence and domicile, property income, and business tax planning. 
• Preparing and reviewing trust and estate tax returns. 
• Providing IHT planning advice to clients, including support on lifetime giving strategies, estate planning, and IHT reliefs. 
• Supporting clients through the estate administration process—from calculating IHT liabilities to liaising with legal teams and executors. 
• Acting as a key point of contact for your clients – building relationships and offering day-to-day tax support. 
• Liaising with HMRC to resolve client queries and handle communications. 
• Reviewing the work of junior team members and supporting their development. 
• Keeping up to date with legislation and sharing knowledge within the team. 

To be considered, you will need: 

• Strong working knowledge of trust taxation, IHT, and estate planning. 
• Solid knowledge of UK personal tax. 
• Experience dealing directly with clients and their legal representatives. 
• Confidence in reviewing and preparing trust accounts and SA900 returns. 
• A proactive and professional approach, with strong attention to detail. 
• Ability to manage deadlines, prioritise tasks, and maintain a high standard of client service. 
• Excellent communication and interpersonal skills. 
• Ability to work independently and collaboratively within a team. 
• Proficient in various accounting software’s and MS Office, with advanced Excel skills. 
• Exceptional analytical skills and attention to detail. 

Job benefits: 

• • Supportive team environment that values professional growth and career progression. 
• • A dedicated wellbeing team, providing support, initiatives, and resources to promote a healthy work-life balance. 
• • Competitive salary and comprehensive benefits package, including: – Company pension scheme 
• – Company health cash plan 
• – Free on-site parking 
• – Fully funded professional qualifications and CPD courses 
• • Access to a staff benefits platform, offering health and wellbeing support plus exclusive retail discounts.