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: Great opportunities for career progression and ongoing training in a dynamic environment.
- Why this job: Make a real impact by advising high-net-worth clients and driving process improvements.
- Qualifications: Professional tax qualification and strong knowledge of trust and estate tax compliance required.
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.
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
A professional tax qualification such as CTA, ATT, STEP, CA or equivalent experience is required, along with strong technical knowledge of trust and estate tax compliance. Experience dealing with Trust Registration Service (TRS) requirements, trust administration and Inheritance Tax returns is essential. A proven track record of managing a client portfolio and building strong client relationships is necessary, as well as excellent communication, organisational and technical research skills. Previous experience reviewing work and supporting junior team members is also important.
Hybrid and flexible working arrangements are offered, along with a 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, and ongoing training, development and career progression pathways.
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.
Private Client Tax Manager (Trusts/Compliance) in London employer: Hays
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