Trusts Tax Specialist

We have an exciting opportunity for a Tax Specialist to join our Trusts Team delivering a quality compliance service to our Trust clients and providing a broad range of tax advice.

We are looking for an experienced and motivated Trust Tax Specialist to join our expanding team. This is an excellent opportunity for a tax professional with experience in trusts and estates to work with a diverse portfolio of high-net-worth individuals and trustees.

As a Trust Tax Specialist, you will provide advice on trust taxation and compliance matters, helping clients navigate tax legislation while delivering practical solutions.

You will work closely with colleagues across our advisory teams and the business, sharing expertise and contributing to delivering high-quality solutions. We value collaboration, open communication and have a supportive team culture.

You will build trusted relationships with our clients, delivering clear, practical advice and a high standard of service.

We encourage candidates of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities. To be successful, you will:

• Review trust tax returns.
• Assist in the completion of tax returns.
• The opportunity to manage your own portfolio of trust clients.
• The opportunity to contribute to the provision of tax advice for our trust clients, examples of which include:
  • Advising clients on the tax implications of making distributions.
  • Advising on planning opportunities ahead of 10-year anniversaries.
  • Advising on winding up trusts.

• Experience in trust and estate taxation, ideally gained within practice or a specialist advisory environment.
• Strong knowledge of UK trust tax legislation and compliance requirements.
• ATT, CTA, STEP, ACA, ACCA, or equivalent qualification or qualified by experience.
• Excellent communication and client relationship skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple deadlines and priorities effectively.

From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Duncan & Toplis we're committed to helping our people maintain a healthy and balanced lifestyle.

We help our team to develop their talents and encourage ambitious individuals to progress their careers and expand their professional and personal capability with fully supported training and CPD.

Our values of trust, partnership, and inclusivity are at the forefront of everything we do.

Full support and 18 weeks full pay for maternity and adoption leave, inclusive of statutory maternity and adoption pay, and two weeks full pay paternity leave for eligible team members.

Continuous learning support to help develop skills and long-term goals through mentoring, coaching, technical and soft skill training.

Insured benefit available to all team members up to the age of 65, four times annual salary. Conditions apply.

50% discount for team members and their partners and 25% discount for team members' parents and children.

Minimum of 22 days annual leave (plus bank holidays), increasing to 27 days after five years of service and for managers. 32 days (plus bank holidays) for directors.

Non-subsidised purchase through a group company scheme.

Buying or selling of annual leave up to five days. Conditions apply.

Bonus payments up to £1,000 on successful candidate referrals for eligible team members.

Employer contribution starts at 3% with length of…