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.
