Senior Tax Manager (Trusts)

Sumer Group Holdings Limited; Leeds; On-site; GBP 63,000 - 73,000; Full time

Benefits offered by this job

27 days annual leave plus bank holidays

Discretionary performance-related bonus

Life assurance cover

8.5% total pension

Holiday purchase scheme

Paid Volunteering Day

Healthcare cash plan

Employee Assistance Programme

EV Car scheme

Job summary

Sumer Group Holdings Limited is hiring a Senior Tax Manager (Trusts) based in Leeds. This role requires strong expertise in trusts, leadership capabilities, and strategic management. You will be the go-to expert, guiding trust work, and collaborating with other service lines to deliver comprehensive solutions. The position offers a competitive salary ranging from £63,000 to £73,000, along with performance bonuses, generous annual leave, and additional benefits like life assurance and pension contributions.

Qualifications

• CTA status with a specialism in Trusts required.
• STEP certification advantageous.
• Ability to work operationally and strategically.
• Strong leadership and stakeholder management skills.

Responsibilities

• Manage a portfolio and client relationships.
• Mentor junior colleagues and collaborate with other service lines.
• Contribute to practice development and external branding.
• Challenge ideas and drive positive change.

Skills

Leadership

Stakeholder management

Operational strategy

Trusts expertise

Education

CTA status

STEP certification

Job description

Senior Tax Manager (Trusts)

Department: Tax Advisory

Employment Type: Permanent

Location: Leeds

Compensation: £63,000 - £73,000 / year

Description

Our tax team is one of the largest and most experienced in the region, with nearly 70 talented tax professionals working collaboratively across our offices in Chesterfield, Sheffield, Cleckheaton, Leeds, and York. Led by our Head of Tax, and supported by a further six specialist Tax Partners, we bring together deep technical expertise, sector knowledge, and a shared commitment to delivering exceptional client service.

This is a rare opportunity to take real ownership of the trusts offering within our tax team. You’ll step in as the central point of expertise, shaping how we approach trust work across the business and establishing yourself as the go‑to person for all things trusts.

To start, you’ll focus on building strong foundations – reviewing current processes, strengthening compliance frameworks, and ensuring we are set up for long‑term success.

From there, you’ll have the freedom and support to grow the trusts capability, developing new opportunities, expanding our client offering, and embedding best practice across the wider team.

This role can be based from any of our offices.

The Role

We’re seeking a Trusts specialist to work with a varied client base, manage a portfolio, build lasting client relationships, mentor junior colleagues, and collaborate with other service lines to deliver integrated solutions.

You’ll also have the opportunity to contribute to practice development and build your external brand through networking, thought leadership and industry events.

Your expertise will be valued, and from day one you’ll have the freedom to challenge ideas, drive positive change, and take ownership.

The Requirements

• You'll need CTA status with a specialism in Trusts.
• STEP certification would be advantageous.
• The ability to work operationally and strategically.
• Strong leadership and stakeholder management skills.

The Benefits

Salary circa £63,000 - £70,000 depending on experience

Discretionary performance related bonus

27 days annual leave, plus bank holidays

3 x Life assurance cover

8.5% total pension (Made up for 5.3% from BHP and 3.2% from you)

Additional pension benefits if you opt in to our salary sacrifice scheme.

Holiday purchase scheme

Paid Volunteering Day each year

Level 1 Westfield healthcare cash plan

Employee Assistance programme

EV Car scheme