Private Client Compliance & Trust Opportunity - Leeds

Capital Tax Recruitment; Leeds; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Professional development

Job summary

Capital Tax Recruitment is seeking an experienced Private Client Trust Tax Manager or Senior Manager to join a growing tax team in Leeds. You will manage a varied portfolio, own complex compliance matters and build lasting client relationships within a supportive, career-focused environment.

The role covers trust and estate tax compliance, including Trust Registration and IHT returns, plus advisory work such as real-time reporting and remuneration planning.

Qualifications

• Strong experience in Trust and Estate Tax Compliance.
• Experience with Trust Registration and IHT Returns.
• Ability to manage client portfolios.
• Ability to undertake independent technical research.
• Experience with estate administration is advantageous.

Responsibilities

• Oversee trust and estate tax compliance, including Trust Registration and IHT returns.
• Support private client advisory work such as CGT calculations and remuneration planning.
• Review junior team members' work and develop talent.
• Identify additional client opportunities and contribute to process improvements.
• Conduct independent technical research to support complex matters.

Skills

Trust & Estate Tax

Client portfolio management

Independent technical research

CCH applications

Estate administration

Education

CA/ATT/CTA/STEP or equivalent

Tools

CCH software

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.