At a Glance
- Tasks: Manage a diverse portfolio of private clients, trusts, and estates while delivering top-notch tax services.
- Company: Join a leading professional services firm with a supportive and collaborative culture.
- Benefits: Enjoy hybrid working, competitive salary, private medical cover, and generous holiday options.
- Other info: Opportunities for ongoing training, development, and mentoring junior team members.
- Why this job: Make a real impact in the world of tax while advancing your career in a dynamic environment.
- Qualifications: Professional tax qualification and strong knowledge of trust and estate tax compliance required.
The predicted salary is between 51750 - 63250 £ per year.
Job Description
Your new company
A 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 succeed
- A 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 returns
- A 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.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays. co. uk
Private Client Tax Manager (Trusts/Compliance) in Leeds employer: Hays Specialist Recruitment Limited
As a Senior Finance Manager in our well-established machinery sector company, you will thrive in a collaborative environment that values your expertise and contributions. We offer a competitive salary of up to £55,000, alongside a comprehensive benefits package and the chance to work closely with senior leadership, ensuring your role is both impactful and rewarding. With a focus on employee growth and autonomy, this position provides a unique opportunity to influence financial and operational decision-making within a dynamic SME setting.
Contact Details:
Hays Specialist Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager (Trusts/Compliance) in Leeds
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Hays Specialist Recruitment Limited, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager (Trusts/Compliance) in Leeds
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Hays Specialist Recruitment Limited's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Hays Specialist Recruitment Limited. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Hays Specialist Recruitment Limited!
How to prepare for a job interview at Hays Specialist Recruitment Limited
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Hays Specialist Recruitment Limited.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Hays Specialist Recruitment Limited. It helps to show our commitment!
