At a Glance
- Tasks: Manage trust clients and provide tax compliance and advisory services.
- Company: Leading Top 20 Accountancy firm in Yorkshire with a collaborative culture.
- Benefits: Competitive salary, enhanced holidays, healthcare cash plan, and generous pension.
- Other info: Clear pathway for progression and opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: Relevant qualifications like ATT, ACA, STEP, or CTA; trust compliance experience preferred.
The predicted salary is between 50000 - 70000 £ per year.
Leading Top 20 Accountancy firm in Yorkshire.
Trust tax compliance & advisory work.
Clear pathway for progression.
Your new role:
- Managing a portfolio of trust clients, including UK resident and non-resident trusts, estates, and high-net-worth individuals.
- Preparing and reviewing trust tax returns and related compliance documentation in accordance with HMRC requirements.
- Advising trustees and beneficiaries on tax implications of distributions, income, and capital gains.
- Ensuring timely submission of tax returns and payments, and managing correspondence with HMRC.
- Providing technical guidance on inheritance tax, capital gains tax, and income tax matters relating to trusts and estates.
- Liaising with solicitors, financial advisers, and other professionals to ensure accurate reporting and planning.
- Supporting clients with the registration of trusts on the Trust Registration Service (TRS) and maintaining compliance with ongoing obligations.
- Identifying tax planning opportunities and advising on restructuring or winding up of trusts.
- Keeping up to date with changes in legislation and communicating relevant updates to clients and colleagues.
- Assisting with internal training and development of junior staff within the trust and private client team.
- Reviewing trust accounts and ensuring accurate allocation of income and capital for tax purposes.
- Participating in business development activities and contributing to proposals and client pitches.
To be successful in this role you'll need:
- Suitable qualification: ATT, ACA, STEP, CTA, etc.
- Trust compliance / portfolio experience.
- Advisory experience a bonus but could be developed.
Benefits including:
- Clear pathway for progression.
- Enhanced holidays.
- Healthcare cash plan.
- Enhanced pension.
- Generous holiday allowance.
Contact
Want to find out more? Give Sam Minor a call on 07764700259 or email at sam.minor@pro-tax.co.uk.
Equal Opportunity Employer Statement
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Trust Tax Manager / Senior Manager - Leeds employer: PRO-TAX RECRUITMENT LIMITED
As a leading Top 20 Accountancy firm in Yorkshire, we pride ourselves on fostering a supportive and inclusive work culture that prioritises employee growth and development. With a clear pathway for progression, enhanced holidays, and a comprehensive healthcare cash plan, we offer our Trust Tax Managers and Senior Managers the opportunity to thrive in a dynamic environment while managing a diverse portfolio of trust clients. Our commitment to flexibility and hybrid working ensures that you can achieve a healthy work-life balance while contributing to meaningful client relationships.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust Tax Manager / Senior Manager - Leeds
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the firm and understanding their values. Practice common interview questions and think about how your experience aligns with the role. Remember, we want to see your personality shine through, so be yourself!
✨Follow Up
After an interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. A little follow-up can go a long way in making a positive impression.
✨Apply Through Our Website
Make sure to apply directly through our website for the best chance of landing that Trust Tax Manager role. We love seeing applications come through our platform, and it helps us keep track of all the amazing talent out there!
We think you need these skills to ace Trust Tax Manager / Senior Manager - Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Trust Tax Manager role. Highlight your trust compliance experience and any relevant qualifications like ATT or CTA. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about trust tax and how your background makes you the perfect fit for us. Don’t forget to mention your advisory experience if you have it!
Showcase Your Technical Knowledge:In your application, demonstrate your understanding of key tax concepts like inheritance tax and capital gains tax. We’re looking for someone who can provide technical guidance, so let us know what you know!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Make sure you brush up on trust tax compliance and advisory work. Familiarise yourself with HMRC requirements, inheritance tax, capital gains tax, and income tax matters related to trusts. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Experience
Prepare to talk about your previous experience managing trust portfolios and any advisory roles you've held. Be ready to share specific examples of how you've advised clients or handled complex tax situations. This will demonstrate your capability and readiness for the position.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. Inquire about the firm's approach to tax planning opportunities or how they support ongoing training for staff. This shows your genuine interest in the role and helps you gauge if the firm aligns with your career goals.
✨Stay Updated on Legislation
Keep yourself informed about recent changes in tax legislation that could impact trusts and estates. Mentioning current updates during your interview will highlight your commitment to staying knowledgeable in the field, which is crucial for a Trust Tax Manager.
