Hybrid Private Client Tax Manager – Trusts & Estates

Abbeygate Search; Leeds; Hybrid; GBP 50,000 - 55,000; Full time

Job summary

Abbeygate Search Ltd, Leeds, seeks a Private Client Tax Manager/Senior Manager to own a portfolio of private client work, including trusts, estates, IHT, and TRS compliance. You will manageSelf Assessment returns and liaise with clients, while guiding junior staff and supporting process improvements.

The role offers a hybrid working pattern, a collaborative culture and genuine ownership of client work within a growing practice.

Qualifications

• Private client tax experience within an accountancy practice, tax advisory firm, or professional services environment.
• Hands-on experience across trusts, estates, IHT and TRS compliance.
• Ability to manage a client portfolio and mentor junior colleagues.

Responsibilities

• Manage a varied private client portfolio, acting as main day-to-day contact.
• Prepare and review Self Assessment tax returns for private clients.
• Handle trust and estate compliance, including TRS and IHT.
• Support with CGT calculations and real-time reporting where required.
• Review work prepared by junior team members and monitor deadlines.
• Identify opportunities for advisory work and process improvements.

Skills

Private client tax compliance

Trusts and estates

IHT and TRS knowledge

Self Assessment returns

Portfolio management

Mentoring junior staff

Deadline management

Client relationship building

Education

ATT/CTA/STEP/CA/ACCA or equivalent

Tools

CCH tax software

Job description

Abbeygate Search Ltd, Leeds, seeks a Private Client Tax Manager/Senior Manager to own a portfolio of private client work, including trusts, estates, IHT, and TRS compliance. You will manageSelf Assessment returns and liaise with clients, while guiding junior staff and supporting process improvements.

The role offers a hybrid working pattern, a collaborative culture and genuine ownership of client work within a growing practice.