Trusts & Estates Tax Senior

Trusts & Estates Tax Senior

Department: Tax

Employment Type: Full Time

Location: Newcastle

About Us Build something exceptional, with us...

Our ambition is clear and openly bold.

Armstrong Watson is on a journey to more than double our turnover by 2030, through disciplined organic growth, the attraction of outstanding talent, and the selective acquisition of like‑minded firms.

But growth alone is not the goal. Reputation is. And reputation is earned, not inherited.

Our strategic intent is simple to say and hard to deliver. To become the most respected adviser to privately owned businesses in the North and the UK.

The firm business owners talk about. The firm lawyers and bankers recommend without hesitation.

To achieve this, we are building the best Accounting and Financial Advisory firm to deal with, not just in the North, but across the UK. Exceptional service, deep expertise, trusted relationships, and absolute reliability define everything we do. These are not slogans; they are standards we hold ourselves to every day.

At our core, we exist for one reason,
to help our clients achieve prosperity, a secure future, and peace of mind.

This strategy sets the direction. Our people, our values‑led culture, and our standards will deliver it.

We are looking for people who want more than the next job. People who care deeply about:

• Standards and professionalism
• Doing work they are proud to put their name to
• Building long‑term client relationships
• Being part of a firm with real momentum and intent

If you want to grow with a business that is ambitious, values‑driven, and serious about excellence, Armstrong Watson offers opportunity and expectation in equal measure.

What you will find here:

• A firm with clear direction and momentum
• Clients who value advice and relationships
• Colleagues who care about doing things properly
• A culture built on Passion, Trust, Humanity and Honesty
• Genuine opportunity to shape your career as the firm grows

This is our moment, and our vision is clear, to build something genuinely remarkable.

This is an excellent opportunity to join a growing and highly regarded Private Client Tax team, where you'll gain exposure to a wide range of trust and estate matters and have the opportunity to develop your technical knowledge and advisory skills.

Whether you're looking to progress your career as a Tax Assistant or step into a Senior role, we'll support your development through ongoing training, professional qualifications and exposure to complex client work.

Supporting a portfolio of trusts, estates and high-net-worth individuals. The successful candidate will play a key role in delivering both compliance and advisory services, working closely with clients, trustees, executors and colleagues across the firm.

The main elements of this role will include but not be limited to:

• Preparing Trust and Estate Tax Returns accurately and within statutory deadlines.
• Managing a portfolio of trusts and estates, acting as a key point of contact for clients, trustees, executors and intermediaries.
• Assisting with the administration of trusts and estates, including inheritance tax reporting and compliance requirements.
• Supporting the Private Client Tax Team with advisory projects relating to trusts, estates, succession planning, inheritance tax and capital gains tax matters.
• Obtaining information from clients and third parties, ensuring all necessary documentation is received and maintained.
• Identifying tax planning opportunities within the portfolio and escalating these to senior members of the team where appropriate.
• Liaising with HMRC on behalf of clients regarding compliance matters, enquiries and ongoing tax issues.
• Working collaboratively with colleagues across the wider business to deliver an exceptional…