Private Client Tax Manager (Trusts/Compliance)

Your new company

A leading and rapidly growing professional services firm is seeking an experienced Private Client Trust Tax Manager or Senior Manager to join its established tax team. The firm provides specialist advice to a broad range of private clients, trusts, estates, family businesses and high-net-worth individuals, offering an excellent platform for career progression within a collaborative and supportive environment.

Your new role

You will be responsible for managing a varied portfolio of private clients, trusts and estates, acting as the primary point of contact and ensuring the delivery of high-quality compliance and advisory services.
Key responsibilities include:

Managing a portfolio of private clients, trusts and estates
Overseeing the completion of Self Assessment tax returns, MTD reporting and Final Declarations
Acting as the main client contact and developing strong, long-term relationships
Managing portfolio profitability, including WIP control, billing and fee planning
Identifying opportunities for additional services and supporting business development activity
Reviewing work prepared by junior team members and providing technical guidance
Preparing and reviewing advisory work including: Trust registrations and compliance, Trust and estate tax matters, Inheritance Tax returns, Capital Gains Tax calculations and reporting, Remuneration planning
Working closely with specialists across tax and wider service lines to deliver integrated client solutions
Supporting, mentoring and developing junior members of the team
Driving process improvement and the adoption of new technologies within the tax functionWhat you'll need to succeed

A professional tax qualification such as CTA, ATT, STEP, CA or equivalent experience
Strong technical knowledge of trust and estate tax compliance
Experience dealing with Trust Registration Service (TRS) requirements, trust administration and Inheritance Tax returns
A proven track record of managing a client portfolio and building strong client relationships
Excellent communication, organisational and technical research skills
Previous experience reviewing work and supporting junior team membersWhat you'll get in return

Hybrid and flexible working arrangements
Competitive salary and bonus potential
Private medical cover
Enhanced family-friendly policies
Generous holiday allowance with buying and selling options
Pension and life assurance
Employee wellbeing support
Paid volunteering opportunities
Ongoing training, development and career progression pathways
What you need to do now
If you're interested in this Private Client Tax Manager role in Leeds, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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