At a Glance
- Tasks: Manage trust clients and ensure compliance with tax regulations while advising on tax implications.
- Company: Leading Top 20 Accountancy firm in Yorkshire with a focus on progression.
- Benefits: Competitive salary, enhanced holidays, healthcare cash plan, and generous pension scheme.
- Other info: Inclusive workplace committed to diversity and personal development.
- Why this job: Join a dynamic team and make a real impact in trust tax management.
- Qualifications: Relevant qualifications like ATT, ACA, STEP, or CTA; experience in trust compliance 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.
Equal Employment Opportunity:
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: Taxation
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 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 equal employment opportunities ensures that all employees feel valued and empowered to contribute their unique perspectives.
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 practising common interview questions. We recommend having a few examples ready that showcase your experience with trust tax compliance and advisory work. Confidence is key, so show them why you’re the perfect fit!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. We believe this small gesture can make a big difference in leaving a lasting impression.
✨Apply Through Our Website
Make sure to apply through our website for the best chance at landing that Trust Tax Manager role! We’ve got all the resources you need to make your application stand out, and we’re here to support you every step of the way.
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 is tailored to the Trust Tax Manager role. Highlight your experience with trust compliance and advisory work, and don’t forget to mention any relevant qualifications like ATT or CTA. 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 trust tax and how your background makes you a great fit for our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Knowledge:In your application, make sure to 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 how you’ve done this in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Taxation
✨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. Being able to discuss these topics confidently will show that you're ready for the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've managed trust portfolios or advised clients on tax implications. Highlight any experience with high-net-worth individuals and how you’ve successfully navigated complex tax situations.
✨Ask Smart Questions
Come prepared with insightful questions about the firm’s approach to trust tax management and client relationships. This not only shows your interest but also helps you gauge if the firm aligns with your career goals.
✨Demonstrate Team Spirit
Since you'll be liaising with solicitors and financial advisers, emphasise your ability to work collaboratively. Share examples of how you've supported junior staff or contributed to team training, as this is key in a managerial role.
