Senior Trusts and Estates Tax Assistant, Carlisle

Ready to build your expertise in Trusts and Estates Tax and take the next step in your Private Client career?

We’re looking for a Tax Assistant or Tax Senior to join a growing and highly regarded Private Client Tax team, working across a varied portfolio of trusts, estates and high-net-worth individuals.

You’ll gain hands-on exposure to both tax compliance and advisory work, including Inheritance Tax, Capital Gains Tax and succession planning, while developing your technical expertise through ongoing training, professional qualifications and increasingly complex client work.

What we can offer you
● Competitive salary
● Salary Sacrifice Employer Contribution Pension Scheme including Life Cover and Income Protection
● Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
● Smart Working Policy, giving you the ability to balance home and remote working
● Employee Assistance Programme (24/7 confidential support for wellbeing and health)
● Paid flu jabs and eye tests
● Introductory Commission Scheme (financial reward if you refer a new client)
● Employee Referral Scheme.Enabling you to claim up to £2,500 for each referral
● Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
● Paid professional membership fees

Your responsibilities as a Senior Trusts & Estates Tax Assistant
As a Senior Trusts & Estates Tax Assistant, you’ll manage and support a portfolio of trusts, estates and high-net-worth individuals, delivering both tax compliance and advisory services while building strong relationships with clients, trustees, executors and intermediaries.

You’ll prepare Trust and Estate Tax Returns, support trust and estate administration and manage inheritance tax reporting and other compliance requirements. Working closely with the wider Private Client Tax team, you’ll contribute to advisory projects covering trusts, estates, succession planning, Inheritance Tax and Capital Gains Tax, while identifying potential tax planning opportunities within your portfolio.

You’ll liaise with HMRC, clients and third parties, support the onboarding of new clients and complete relevant risk and compliance documentation. You’ll also keep up to date with changes in trust and estate tax legislation, working collaboratively across the wider business to deliver a consistently high standard of client service.

Requirements
We’re looking for a tax professional who is AAT, ATT or CTA qualified or part-qualified, although candidates who are qualified by experience will also be considered. You’ll have at least two years’ practical experience in Trusts and Estates Tax compliance, gained within an accountancy practice or law firm, with a good understanding of Trust Registration Service (TRS) requirements, trust administration, Inheritance Tax, Capital Gains Tax and Income Tax.

You’ll be confident working directly with clients, trustees and executors, providing a consistently high level of service. Strong organisation, communication and attention to detail are essential, alongside the ability to manage multiple deadlines, identify potential issues or opportunities and escalate these when appropriate.

A full UK driving licence are also required.