Tax Specialist - Trusts - Derby - England, East Midlands

Tax Specialist – Trusts | Top 30 Firm | Derby

Are you a Tax Specialist with experience in trusts and estates looking to develop your expertise within a growing tax advisory team? This is an excellent opportunity to join a Top 30 Firm in Derby, managing your own portfolio of trust clients while gaining exposure to specialist tax planning, complex advisory work and a diverse client base of high-net-worth individuals, trustees and family offices.

About the Firm

This Top 30 Firm has a team of over 500 professionals, providing a comprehensive range of tax, audit, accountancy and business advisory services. With an established presence across the Midlands, the firm combines the technical expertise and resources of a larger practice with a collaborative, relationship-led approach to client service.

The firm's expanding Trusts Team supports high-net-worth individuals, families and trustees with their tax compliance and planning requirements. Offering exposure to both compliance and advisory work, this is an excellent opportunity for a tax professional looking to develop their specialist knowledge while benefiting from flexible working arrangements and ongoing professional development.

Responsibilities

Manage your own portfolio of trust clients, ensuring compliance obligations and deadlines are met.
Prepare and review trust tax returns, ensuring accuracy and compliance with UK tax legislation.
Advise trustees and beneficiaries on the tax implications of trust distributions.
Identify tax planning opportunities ahead of trust 10-year anniversaries.
Support clients with the tax implications and practical considerations of winding up trusts.
Provide specialist advice on trust taxation, working closely with colleagues across tax and advisory teams.
Build and maintain strong relationships with trustees, high-net-worth individuals and family offices.

As a Tax Specialist – Trusts you will:

Have experience in trust and estate taxation, ideally gained within accountancy practice or a specialist tax advisory environment.
Be ATT, CTA, STEP, ACA or ACCA qualified, studying towards a relevant qualification, or qualified by experience.
Demonstrate strong knowledge of UK trust tax legislation and compliance requirements.
Have experience preparing or reviewing trust tax returns and managing client relationships.
Be confident identifying tax planning opportunities and explaining technical matters clearly to clients.
Have strong organisational skills, with the ability to manage competing deadlines and priorities.

What You’ll Receive

22 days' annual leave plus bank holidays, increasing to 27 days after five years' service, with the option to buy or sell up to 5 additional days.
Employer pension contributions starting at 3%, with up to 7% matched contributions for eligible employees.
Enhanced family leave, including 18 weeks' full maternity/adoption pay and 2 weeks' full paternity pay for eligible employees.
Life assurance cover of 4 times annual salary, subject to scheme conditions.
Enhanced sick pay of 4 weeks' full pay followed by 4 weeks' half pay, subject to eligibility.
50% discount on wills and powers of attorney for employees and their partners, plus 25% for parents and children.

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

Reference: AR/20226

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