Private Client Tax Manager; Trusts​/Compliance

Position: Private Client Tax Manager (Trusts/Compliance)
Reference: 4824256

Job d:
Closing date:

Location:

Leeds Salary:
Salary Market Led + DOE (per annum)
Job type:
Permanent Working pattern:
Full time / Flexible working

Industry: Accountancy Firms / Personal Tax Company:
Hays Consultant:
Yasmin Vart Hays office:
Manchester — 5th Floor, City Tower, Piccadilly Plaza Phone:
Email:
Yasmin.

Vart Your new companyA leading and rapidly growing professional services firm is seeking an experienced Private Client Trust Tax Manager or Senior Manager to join its established tax team. The firm provides specialist advice to a broad range of private clients, trusts, estates, family businesses and high-net-worth individuals, offering an excellent platform for career progression within a collaborative and supportive environment.

Your new role

You will be responsible for managing a varied portfolio of private clients, trusts and estates, acting as the primary point of contact and ensuring the delivery of high-quality compliance and advisory services.

Key responsibilities include:

Managing a portfolio of private clients, trusts and estates

Overseeing the completion of Self Assessment tax returns, MTD reporting and Final Declarations Acting as the main client contact and developing strong, long-term relationships

Managing portfolio profitability, including WIP control, billing and fee planning

Identifying opportunities for additional services and supporting business development activity

Reviewing work prepared by junior team members and providing technical guidance

Preparing and reviewing advisory work including:
Trust registrations and compliance, Trust and estate tax matters, Inheritance Tax returns, Capital Gains Tax calculations and reporting, Remuneration planning

Working closely with specialists across tax and wider service lines to deliver integrated client solutions

Supporting, mentoring and developing junior members of the team Driving process improvement and the adoption of new technologies within the tax function

What you'll need to succeedA professional tax qualification such as CTA, ATT, STEP, CA or equivalent experience Strong technical knowledge of trust and estate tax compliance

Experience dealing with Trust Registration Service (TRS) requirements, trust administration and Inheritance Tax returnsA proven track record of managing a client portfolio and building strong client relationships

Excellent communication, organisational and technical research skills

Previous experience reviewing work and supporting junior team members

What you'll get in return

Hybrid and flexible working arrangements

Competitive salary and bonus potential

Private medical cover

Enhanced family-friendly policies

Generous holiday allowance with buying and selling options

Pension and life assurance

Employee wellbeing support

Paid volunteering opportunities

Ongoing training, development and career progression pathways

What you need to do now If you're interested in this Private Client Tax Manager role in Leeds, 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 on your career. #4824256 - Yasmin Vart