Trusts and Tax Associate/ Executive
| Posting date: | 06 January 2026 |
|---|---|
| Salary: | £28,000.0 to £33,000.0 per year |
| Additional salary information: | c. £30-32k + benefits including PMI |
| Hours: | Full time |
| Closing date: | 05 February 2026 |
| Location: | Birmingham, West Midlands, B1 2JB |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | Hays Specialist Recruitment |
| Job type: | Permanent |
| Job reference: | 4758685_1767716271 |
Summary
Your new company
A new opportunity has arisen for a Tax and Trusts Associate/ Executive to join a growing, multi-office professional services firm in Birmingham. Due to succession planning within the firm, a new opportunity has been created to join one of their specialist teams in a role supporting clients with a range of matters associated with estates, personal tax and trusts.
Your new role
Working closely with an experienced Trusts and Tax Manager, you will help clients with tax returns, trust administration and other matters associated with their estates. This will involve accurately preparing accounts and tax returns for review, completing capital gains and inheritance tax calculations, collaborating with colleagues within your direct team and more widely across the firm and helping to manage client affairs with a high degree of professionalism.
What you'll need to succeed
The ideal candidate for this role will have gained prior experience preparing tax returns for clients either within an accountancy firm or a similar business (a minimum of 12m experience is required). You will have an interest in trusts and will be keen to further develop your knowledge in this area. It is essential that you are able to demonstrate the following skills:
- the ability to work collaboratively with colleagues
- the ability to work efficiently and accurately to deadlines
- High levels of professionalism and excellent client relationship skills
What you'll get in return
This is an opportunity with a lot to offer the chosen candidate. You'll learn from well-regarded experts and will have clear scope to progress your knowledge and career long-term. Study towards professional accounting/ tax qualifications (AAT/ ATT/ STEP) can be accommodated to support your career development.
The firm offers a range of benefits as standard, including company pension, private medical and health insurance. Hybrid work is in operation, so you'll spend around 3 days a week in the office and 2 days WFH.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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