At a Glance
- Tasks: Lead the trusts offering, manage client portfolios, and mentor junior colleagues.
- Company: Join a top tax advisory team with a collaborative culture in Leeds.
- Benefits: Competitive salary, performance bonuses, generous leave, and pension contributions.
- Other info: Enjoy networking opportunities and contribute to practice development.
- Why this job: Shape the future of trust work and make a real impact in a supportive environment.
- Qualifications: CTA status with Trusts specialism; STEP certification is a plus.
The predicted salary is between 63000 - 70000 £ per year.
Our tax team is one of the largest and most experienced in the region, with nearly 70 talented tax professionals working collaboratively across our offices in Chesterfield, Sheffield, Cleckheaton, Leeds, and York. Led by our Head of Tax, and supported by a further six specialist Tax Partners, we bring together deep technical expertise, sector knowledge, and a shared commitment to delivering exceptional client service.
This is a rare opportunity to take real ownership of the trusts offering within our tax team. You’ll step in as the central point of expertise, shaping how we approach trust work across the business and establishing yourself as the go‑to person for all things trusts. To start, you’ll focus on building strong foundations – reviewing current processes, strengthening compliance frameworks, and ensuring we are set up for long‑term success. From there, you’ll have the freedom and support to grow the trusts capability, developing new opportunities, expanding our client offering, and embedding best practice across the wider team. This role can be based from any of our offices.
We’re seeking a Trusts specialist to work with a varied client base, manage a portfolio, build lasting client relationships, mentor junior colleagues, and collaborate with other service lines to deliver integrated solutions. You’ll also have the opportunity to contribute to practice development and build your external brand through networking, thought leadership and industry events. Your expertise will be valued, and from day one you’ll have the freedom to challenge ideas, drive positive change, and take ownership.
The Requirements
- You'll need CTA status with a specialism in Trusts.
- STEP certification would be advantageous.
- The ability to work operationally and strategically.
- Strong leadership and stakeholder management skills.
The Benefits
- Salary circa £63,000 - £70,000 depending on experience.
- Discretionary performance related bonus.
- 27 days annual leave, plus bank holidays.
- 3 x Life assurance cover.
- 8.5% total pension (Made up for 5.3% from BHP and 3.2% from you).
- Additional pension benefits if you opt in to our salary sacrifice scheme.
- Holiday purchase scheme.
- Paid Volunteering Day each year.
- Level 1 Westfield healthcare cash plan.
- Employee Assistance programme.
- EV Car scheme.
Senior Tax Manager (Trusts) employer: Sumer Group Holdings Limited
As a leading tax advisory firm in Leeds, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to take ownership of their roles. With a strong focus on professional development, our Senior Tax Manager (Trusts) will benefit from extensive mentorship opportunities, a generous benefits package including 27 days of annual leave and a performance-related bonus, and the chance to shape the future of our trusts offering while working alongside a talented team of nearly 70 professionals.
Contact Details:
Sumer Group Holdings Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Tax Manager (Trusts)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the tax industry, especially those who specialise in trusts. Attend events, join relevant groups, and don’t be shy to reach out on LinkedIn – you never know who might have the inside scoop on job openings.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in trusts. Share insights, write articles, or even host webinars. This not only positions you as a thought leader but also makes you more attractive to potential employers.
✨Tip Number 3
Don’t just apply – engage! When you find a role that excites you, reach out to someone at the company. Ask questions about the team, the culture, or the projects they’re working on. This shows genuine interest and can help you stand out from the crowd.
✨Tip Number 4
Utilise our website for applications! We’ve got a streamlined process that makes it easy for you to apply for roles like Senior Tax Manager (Trusts). Plus, it’s a great way to ensure your application gets the attention it deserves!
We think you need these skills to ace Senior Tax Manager (Trusts)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Tax Manager role. Highlight your experience with trusts and any relevant qualifications like CTA or STEP. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about trusts and how you can contribute to our tax team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Leadership Skills:Since this role involves mentoring junior colleagues and managing client relationships, make sure to highlight your leadership experience. Share examples of how you've successfully led teams or projects in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Sumer Group Holdings Limited
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and the latest regulations. Be prepared to discuss specific cases or scenarios where you've successfully managed trust-related issues. This will show your expertise and confidence in the subject matter.
✨Showcase Your Leadership Skills
As a Senior Tax Manager, you'll need to demonstrate strong leadership abilities. Think of examples where you've mentored junior colleagues or led a project. Highlight how you can inspire and guide others while driving positive change within the team.
✨Prepare for Client Relationship Questions
Expect questions about how you build and maintain client relationships. Have a few anecdotes ready that illustrate your approach to client management and how you've successfully navigated challenges in the past. This will help convey your ability to connect with clients effectively.
✨Be Ready to Discuss Strategic Thinking
This role requires both operational and strategic thinking. Prepare to discuss how you've contributed to practice development or identified new opportunities in previous roles. Show them that you can think ahead and align your strategies with the company's goals.
