At a Glance
- Tasks: Manage a diverse portfolio of trust, estate, and personal tax work while advising clients.
- Company: Established professional services firm with a supportive and ambitious team.
- Benefits: Flexible working hours, permanent position, and opportunities for professional growth.
- Other info: Join a dynamic environment with a focus on client relationships and service development.
- Why this job: Take ownership of your work and contribute to the future growth of a specialist area.
- Qualifications: Experience in tax or trust management with strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
An established professional services firm is looking to recruit a Tax & Trust Manager on a permanent basis.
This is a hybrd role that can be fulfilled on a part time or full time basis.
This is an excellent opportunity for an experienced tax professional from either a solicitor's practice or accountancy practice to take ownership of a varied portfolio of trust, estate and personal tax work, while playing an active role in developing the wider service.
Working alongside colleagues across the business, you will provide specialist technical advice, build strong client relationships and help shape the future development of this specialist area.
Key responsibilities will include
- Preparing and reviewing self-assessment tax returns for individuals, estates and trusts.
- Preparing trust accounts.
- Calculating and submitting trust-related Inheritance Tax returns, including ten-year anniversary and exit charge returns.
- Advising on trust administration, distributions and capital gains tax planning.
- Managing capital gains tax reporting for residential property disposals.
- Ensuring trusts meet their HMRC Trust Registration Service obligations.
- Providing personal tax and trust advice to clients and their professional advisers.
- Supporting colleagues with technical tax and trust queries.
- Developing client relationships, identifying cross-referral opportunities and helping grow the service offering.
The successful candidate will have
- Previous experience working within either a solicitor's practice or accountancy practice.
- Strong knowledge of personal taxation, trusts and estate administration.
- The ability to manage a varied portfolio with a good degree of autonomy.
- Excellent communication and client relationship skills.
- A proactive and commercially minded approach, with an interest in developing a specialist service.
- ATT, CTA, STEP, AAT or qualified by expereince, although relevant experience will also be considered.
The opportunity
A permanent position offering between 25 and 37 hours per week, with flexibility around working arrangements.
This is a chance to join a supportive and ambitious team, take ownership of an established area of work and make a meaningful contribution to its future growth.
If you are interested in this Trust & Tax Manager opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance.
IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market.
We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned.
Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
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Trust & Tax Manager in Leeds employer: IPS Group
Join a dynamic and supportive team at our well-established insurance brokerage, where your expertise as an Account Executive/Account Director will be valued and nurtured. We offer a collaborative work culture that prioritises professional development, providing you with opportunities to enhance your skills and advance your career in the thriving commercial insurance sector. Located in a vibrant area, our company also promotes a healthy work-life balance, ensuring that you can thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Tax Manager in 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 IPS Group. 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 Trust & Tax Manager in 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 IPS Group.
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 IPS Group'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 IPS Group
✨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 IPS Group.
✨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 IPS Group 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 IPS Group 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.
