Lead Private Client Tax (Trusts & Estates) – Hybrid Leeds

ProTalent Limited; Leeds; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Holiday purchase/carryover

Private medical cover

Enhanced family leave

Pension

Life assurance

Volunteering day

Wellbeing support

Job summary

ProTalent Limited is recruiting in Leeds for a trusts and estates compliance role with a growing private client team. You will manage a mixed portfolio with a strong slant to trusts and estates and act as the main client contact.

You will lead on SA returns, MTD reporting, Final Declarations and IHT/TRS tasks while mentoring junior colleagues. Hybrid working and flexible hours are offered, with strong benefits and pension.

Qualifications

• CA/ATT/CTA/STEP or equivalent professional qualification
• 2–3 years post-qualification compliance experience at Assistant Manager level or above
• Hands-on trust and estate tax compliance experience (TRS and IHT)
• Estate administration and CCH Trust Accounts experience is a plus

Responsibilities

• Run your own portfolio with SA returns, MTD reporting, Final Declarations, trusts and IHT returns
• Handle trust and estate compliance, TRS and trust administration
• Own WIP, fees and proposals for your clients
• Take on advisory work such as real-time CGT reporting and remuneration planning
• Review, mentor and line-manage junior team members

Skills

Trust & estate compliance

TRS & IHT returns

Estate administration

CCH Trust Accounts

Education

Professional qualifications: CA/ATT/CTA/STEP or similar

2-3 years post-qualification experience

Job description

ProTalent Limited is recruiting in Leeds for a trusts and estates compliance role with a growing private client team. You will manage a mixed portfolio with a strong slant to trusts and estates and act as the main client contact.

You will lead on SA returns, MTD reporting, Final Declarations and IHT/TRS tasks while mentoring junior colleagues. Hybrid working and flexible hours are offered, with strong benefits and pension.