Private Client Tax Senior Associate - Trusts and Family Office

Private Client Tax Senior Associate (Trusts & 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 & 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 & Tax Compliance: Prepare annual trust accounts, tax returns, and related HMRC reporting for a high-value client portfolio.

• IHT & Advisory Support: Assist Partners and Managers on complex Inheritance Tax (IHT) planning and bespoke family office advisory projects.

• Client & 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 to apply).

• Skills: Solid foundation in trust accounting principles, exposure to trust taxation/IHT, and strong client communication skills.

Why This Role Stands Out

• Growth & Progression: Role open due to internal promotion, reflecting a genuine culture of internal advancement.

• Full Study Support: Comprehensive funding and study leave for AAT, ATT, ACA, CTA, or STEP qualifications (potential study clawback support available).

• Agile Culture: Hybrid working model (50% remote/office split) with flexible core hours.

• Supportive Environment: Work directly under an experienced Private Client Partner in a collaborative, team-oriented culture.

How to Apply

For a confidential discussion or to request a full job description, please reach out to Kate Green at .

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.