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Job Title: Tax Senior – Tax DepartmentSalary: £35,000 - £40,000 (Dependent on experience)Location: Edgbaston, Birmingham / Flexible working
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 navigate 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.
- Reviewing the work of junior team members and supporting their development.
To be considered, you will need:
- Strong working knowledge of trust taxation, IHT, and estate planning.
- Solid knowledge of UK personal tax.
- Confidence in reviewing and preparing trust accounts and SA900 returns.
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.
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