At a Glance
- Tasks: Manage diverse tax portfolios and ensure compliance for individuals, trusts, and estates.
- Company: Established legal firm with a strong reputation in Wills and Estates.
- Benefits: Competitive salary, flexible working locations, and long-term career growth.
- Other info: Enjoy autonomy and visibility within a supportive private client team.
- Why this job: Take ownership of rewarding cases and make a real impact in a progressive environment.
- Qualifications: Experienced tax professional with strong technical skills.
The predicted salary is between 60000 - 60000 £ per year.
We are proud to be working in partnership with a highly successful and well-established legal firm seeking to appoint an experienced Private Tax Manager to join their respected Wills, Estates team. This is an excellent opportunity for a technically strong tax professional looking to take ownership of a varied and rewarding caseload within a progressive and growing firm. The role offers genuine autonomy, high-quality work, and long-term career prospects. The position can be based across multiple offices in Lincolnshire and Yorkshire, offering flexibility depending on your location.
The Role
- You will manage a diverse portfolio of individuals, trusts, and estates, ensuring full compliance while providing expert support to colleagues and clients.
- Managing tax compliance obligations for individuals, trusts, estates, and partnerships.
- Preparing Self-Assessment and Capital Gains Tax returns.
- Preparing Inheritance Tax returns, including 10-year anniversary charges and exit charges.
- Producing annual trust accounts and overseeing ongoing trust administration.
- Registering and maintaining trust and estate records on HMRC's Trust Registration Service (TRS).
- Liaising with trustees, beneficiaries, investment managers, and other professional advisers.
This is a role that offers responsibility and visibility within the wider private client team.
Private Tax Manager in York employer: Chase and Holland
Join a highly respected legal firm in York as a Private Tax Manager, where you will enjoy a supportive work culture that values autonomy and professional growth. With a commitment to high-quality work and a diverse caseload, this role offers excellent long-term career prospects and the flexibility to work across multiple offices in Lincolnshire and Yorkshire. Experience a rewarding environment that fosters collaboration and innovation, making it an ideal place for tax professionals seeking meaningful employment.
