Private Client Tax Compliance Manager​/Senior Manager; Trusts; Leeds

Position: Private Client Tax Compliance Manager / Senior Manager (Trusts) - Leeds
Location:

Leeds (hybrid) | Salary:
Market rate + benefits |

Contract:

Permanent, full time Trust and estates experience? This Leeds role puts it front and centre, without boxing you into a trusts-only job.

My client is a large professional services firm with a growing private client compliance team in Leeds. You'd look after a mixed portfolio with a strong trust and estate slant, and be the main contact for your clients.

What you'll be doing

Running your own portfolio: SA returns, MTD reporting, Final Declarations, trusts and IHT returns

Handling trust and estate compliance, TRS and trust administration

Owning WIP, fees and proposals on your clients

Picking up advisory work such as real-time CGT reporting and remuneration planning

Reviewing, line managing and mentoring junior team members

What you'll needCA, ATT, CTA, STEP or similar

At least two to three years post-qualification compliance experience at Assistant Manager level or above

Hands-on trust and estate tax compliance, TRS and IHT returns experience (essential)
Estate administration and CCH Trust Accounts experience would be a bonus

What's in it for you Hybrid working and genuinely flexible hours

Holiday you can buy or carry over, plus bank holidays

Private medical cover, with the option to add your family

Enhanced family leave, a competitive pension and life assuranceA paid volunteering day and 24/7 wellbeing supportA good step up for an experienced Assistant Manager with a trusts background who wants their own portfolio and team.

For a confidential chat, get in touch with Lydia at Pro Talent.
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