Private Client Tax Compliance Manager / Senior Manager (Trusts)

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

Location: Leeds (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time

Trust and estates experience? This Leeds role puts it front and centre, without boxing you into a trusts-only job.

My client is a large professional services firm with a growing private client compliance team in Leeds. You'd look after a mixed portfolio with a strong trust and estate slant, and be the main contact for your clients.

What you'll be doing

• Running your own portfolio: SA returns, MTD reporting, Final Declarations, trusts and IHT returns
• Handling trust and estate compliance, TRS and trust administration
• Owning WIP, fees and proposals on your clients
• Picking up advisory work such as real-time CGT reporting and remuneration planning
• Reviewing, line managing and mentoring junior team members

What you'll need

• CA, ATT, CTA, STEP or similar
• At least two to three years post-qualification compliance experience at Assistant Manager level or above
• Hands-on trust and estate tax compliance, TRS and IHT returns experience (essential)
• Estate administration and CCH Trust Accounts experience would be a bonus

What's in it for you

• Hybrid working and genuinely flexible hours
• Holiday you can buy or carry over, plus bank holidays
• Private medical cover, with the option to add your family
• Enhanced family leave, a competitive pension and life assurance
• A paid volunteering day and 24/7 wellbeing support

A good step up for an experienced Assistant Manager with a trusts background who wants their own portfolio and team.

For a confidential chat, get in touch with Lydia at ProTalent.
[e-mail] | 01273 491 852 | ProTalent.eu