Private Client Compliance & Trust Opportunity - Leeds

Capital Tax Recruitment; Ledston; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Professional development opportunities

Job summary

Capital Tax Recruitment is seeking an experienced Private Client Trust Tax Manager or Senior Manager in Leeds. The role oversees trust and estate tax compliance, including Trust Registration, IHT returns, and Self-Assessment, while supporting advisory work such as Capital Gains Tax calculations and remuneration planning.

The ideal candidate holds CA/ATT/CTA/STEP or equivalent, with strong experience in Trust and Estate Tax Compliance and client portfolio management.

Qualifications

• The candidate has strong experience in Trust and Estate Tax Compliance, Trust Registration and IHT Returns.
• Proven client portfolio management skills and ability to undertake independent technical research.
• Experience with CCH applications; estate administration knowledge is advantageous.
• Hybrid working, professional development and long-term career progression are offered.

Responsibilities

• Oversee trust and estate tax compliance, including Trust Registration, Inheritance Tax returns and Self-Assessment.
• Support private client advisory work such as Capital Gains Tax calculations and real-time reporting.
• Remuneration planning and contributing to tax process and technology improvements.
• Review junior team members' work and identify opportunities for development.

Skills

Trust & Estate Tax Compliance

Client portfolio management

Independent technical research

Team review & development

Education

CA/ATT/CTA/STEP or equivalent

Tools

CCH applications

Job description

Join a growing tax team in an established and highly regarded professional services firm as an experienced Private Client Trust Tax Manager or Senior Manager. This is a highly attractive opportunity for a technically strong professional to manage a varied portfolio of private clients, take ownership of complex compliance matters and build lasting client relationships within a supportive, career-focused environment.

The Role: The successful candidate will oversee trust and estate tax compliance, including Trust Registration, Inheritance Tax returns and Self-Assessment reporting, while also supporting wider private client advisory work such as Capital Gains Tax calculations, real-time reporting and remuneration planning. The role offers responsibility for reviewing junior team members' work, developing talent, identifying additional client opportunities and contributing to the continued improvement of tax processes and technology.

The Candidate: Candidates should hold a relevant professional qualification such as CA, ATT, CTA, STEP or equivalent. Strong experience in Trust and Estate Tax Compliance, Trust Registration and IHT Returns is essential, together with proven client portfolio management skills and the ability to undertake independent technical research. Experience with CCH applications and estate administration would be advantageous.

The firm offers a competitive benefits package, including hybrid working, flexible hours, professional development opportunities and a supportive environment designed to encourage long-term career progression.

Private Client Compliance & Trust Opportunity - Leeds England, West Yorkshire, Leeds