Tax Advisory Manager - Trusts & Estates

Clark Wood; Leeds; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in Leeds is seeking a driven Tax Advisory Manager to join their dynamic team. In this pivotal role, you will manage Trust and Estate clients, providing both advisory and compliance services while collaborating with partners on diverse projects. The ideal candidate will be CTA qualified with a strong background in personal tax and trusts. This position offers an excellent salary and benefits package, along with opportunities for professional development and growth within a supportive environment. If you are ready to take on a role with significant responsibility and influence, this is the perfect opportunity for you.

Qualifications

• CTA Qualified with at least 2 years of advisory experience.
• Specialist in Inheritance Tax, Trusts, and Estates preferred.

Responsibilities

• Maintain client relationships to mitigate inheritance tax exposure.
• Prepare Trust Accounts and tax returns ensuring HMRC compliance.
• Advise on income distributions and handle HMRC enquiries.

Skills

CTA Qualification

Personal Tax Experience

Communication Skills

Trusts & Estates Advisory Experience

Education

CTA Qualified

ACA / ACCA / QBE

Job description

Clark Wood, specialists in Accountancy Practice and Tax recruitment, are partnering with a prominent and leading Yorkshire based firm who are looking to recruit an experienced and driven Tax Advisory Manager to their team in Leeds.

Joining the firm as Tax Advisory Manager, you will be responsible for the firm’s Trust and Estate clients specifically in both an advisory and compliance capacity, however you will also be required to work on advisory projects with the wider advisory team.

You will play an integral role in the continued success and development of the firm’s tax offering, working closely with the Partners on a wide range of projects.

The ideal person for the position will be CTA Qualified and will have at least 2 years’ experience in an advisory focused role. Specialist experience in Inheritance Tax, Trusts and Estates including the preparation of Trust Accounts, would be preferred.

This is an outstanding opportunity to join a leading firm in Leeds, where you will undertake a role with a high level of responsibility and autonomy, and where you will be rewarded with an excellent salary and benefits package, as well as continued scope for development.

Duties & Responsibilities:

1. Maintaining relationships with clients, working closely with them to obtain relief from inheritance tax as well as mitigating any increase exposure to inheritance tax going forward.
2. Dealing with ten year and exit charges and planning around these as they arise.
3. Advising trustees on the level of income distributions and any tax repayable.
4. Preparation of the firm’s Trusts Accounts and tax returns as well as ensuring compliance with HMRC.
5. Dealing with HMRC enquiry work as it arises.

Skills:

1. Ideally CTA Qualified, although ACA / ACCA / QBE will be considered.
2. Excellent communication and interpersonal skills.
3. Strong Personal Tax experience within a practice environment is essential.
4. Trusts & Estates advisory experience.