At a Glance
- Tasks: Manage private client trust tax compliance and build lasting client relationships.
- Company: Established professional services firm with a strong reputation.
- Benefits: Hybrid working, flexible hours, competitive salary, and professional development opportunities.
- Other info: Great career progression in a dynamic and collaborative environment.
- Why this job: Join a supportive team and make a real impact in tax compliance.
- Qualifications: Relevant professional qualification and strong experience in Trust and Estate Tax Compliance.
The predicted salary is between 49500 - 60500 £ per year.
Join a growing tax team in an established and highly regarded professional services firm as an experienced Private Client Trust Tax Manager or Senior Manager. This is a highly attractive opportunity for a technically strong professional to manage a varied portfolio of private clients, take ownership of complex compliance matters and build lasting client relationships within a supportive, career-focused environment.
The Role: The successful candidate will oversee trust and estate tax compliance, including Trust Registration, Inheritance Tax returns and Self-Assessment reporting, while also supporting wider private client advisory work such as Capital Gains Tax calculations, real-time reporting and remuneration planning. The role offers responsibility for reviewing junior team members' work, developing talent, identifying additional client opportunities and contributing to the continued improvement of tax processes and technology.
The Candidate: Candidates should hold a relevant professional qualification such as CA, ATT, CTA, STEP or equivalent. Strong experience in Trust and Estate Tax Compliance, Trust Registration and IHT Returns is essential, together with proven client portfolio management skills and the ability to undertake independent technical research. Experience with CCH applications and estate administration would be advantageous.
The firm offers a competitive benefits package, including hybrid working, flexible hours, professional development opportunities and a supportive environment designed to encourage long-term career progression.
Private Client Compliance & Trust Opportunity - Leeds employer: Capital Tax Recruitment
Join a dynamic and rapidly expanding PE-backed professional services firm that offers an exceptional work culture focused on collaboration and innovation. With access to marquee clients and complex cross-border transactions, employees benefit from structured progression frameworks, tailored mentoring, and a competitive compensation package that includes substantial performance bonuses and flexible working arrangements. This is an ideal environment for ambitious Transactions Tax specialists looking to make a significant impact while advancing their careers at a national level.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Compliance & Trust Opportunity - Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Capital Tax Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Compliance & Trust Opportunity - Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Capital Tax Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Capital Tax Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Capital Tax Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Capital Tax Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Capital Tax Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Capital Tax Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
