Associate Director Private & Trusts Assurance

Overview

In this role, you will ensure high-quality, complex personal tax compliance work while unlocking advisory opportunities within client relationships. You will collaborate closely with a Director and the Private team to review demanding tax returns and deliver commercially sound, technically robust advice. The position blends deep technical review with advisory growth, helping clients optimise cross-border, trust, and estate planning. This is an opportunity to shape client outcomes within a supportive, inclusive culture at Grant Thornton.

Pay / Benefits

• Tailored development programmes and coaching
• Flexible bank holidays
• Pension, life assurance and private medical
• Holiday purchasing option
• Discounts, gym memberships, financial advice
• Other benefits read in benefits section

Responsibilities

• Second-reviewing complex personal tax returns (e.g., private equity transactions, trust income, exempt income and reliefs)
• Advisory: identify and pursue opportunities from return work and technical initiatives
• Support client-facing activities: calls, pitch documents, quotes, and advisory delivery across residence, domicile, cross-border税, inheritance tax, and estate planning
• Collaborate with Director and specialists to ensure robust, commercially sound advice
• Act as a technical resource for colleagues; provide feedback on junior staff work; contribute to knowledge sharing and internal training

Key requirements

• Extensive experience in personal tax compliance with complex self-assessment returns
• Strong knowledge of income tax, capital gains tax and inheritance tax
• Understanding of UK and non-UK trusts in relation to personal tax returns (trust taxation)
• Familiarity with non-domicile and international tax matters, including remittance basis and double tax treaty claims
• Experience with private equity-related tax issues would be advantageous
• Client-facing, able to translate complex tax issues into practical guidance

• Collaborative working style
• Good judgement on escalation versus ownership
• Organised to manage a varied workload
• Personal tax compliance
• In-depth income tax, capital gains tax, inheritance tax
• Trust taxation (UK and non-UK)

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