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Private Client Tax Compliance Manager / Senior Manager (Trusts) - Leeds

protalentLeeds, AL

yesterday

Occupations

Accountants and AuditorsTax PreparersCompliance Managers

Industries

Temporary Help ServicesEmployment Placement AgenciesTrust, Fiduciary, and Custody Activities
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About the role

Location: Leeds (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time
Trust and estates experience? This Leeds role puts it front and centre, without boxing you into a trusts-only job. My client is a large professional services firm with a growing private client compliance team in Leeds. You'd look after a mixed portfolio with a strong trust and estate slant, and be the main contact for your clients.
What you'll be doing:
  • Running your own portfolio: SA returns, MTD reporting, Final Declarations, trusts and IHT returns
  • Handling trust and estate compliance, TRS and trust administration
  • Owning WIP, fees and proposals on your clients
  • Picking up advisory work such as real-time CGT reporting and remuneration planning
  • Reviewing, line managing and mentoring junior team members
What you'll need:
  • CA, ATT, CTA, STEP or similar
  • At least two to three years post-qualification compliance experience at Assistant Manager level or above
  • Hands-on trust and estate tax compliance, TRS and IHT returns experience (essential)
  • Estate administration and CCH Trust Accounts experience would be a bonus
What's in it for you:
  • Hybrid working and genuinely flexible hours
  • Holiday you can buy or carry over, plus bank holidays
  • Private medical cover, with the option to add your family
  • Enhanced family leave, a competitive pension and life assurance
  • A paid volunteering day and 24/7 wellbeing support
A good step up for an experienced Assistant Manager with a trusts background who wants their own portfolio and team. For a confidential chat, get in touch with Lydia at ProTalent. lydia@protalent.co | 01273 491 852 | ProTalent.eu

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JOB OVERVIEW

Experience level

Senior

Location

Leeds, AL

Occupation

Accountants and Auditors

Industry

Temporary Help Services

Posted

yesterday

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