Senior Trust Tax Compliance Specialist

PRO-TAX RECRUITMENT LIMITED; Leeds; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Private medical

Virtual GP

Volunteer days

Training & progression

Job summary

PRO-TAX RECRUITMENT LIMITED invites applications for a Trust Tax Senior at a Big 4 environment in Leeds. You will manage UK and offshore trust portfolios, lead client contacts, and ensure timely preparation of trust accounts, trust tax returns and IHT returns.

The role emphasizes compliance, mentorship of junior staff, and identifying advisory opportunities within a technology-enabled tax practice. Hybrid working is offered with strong learning and progression opportunities.

Qualifications

• ACA, AAT, ATT, CTA or STEP qualification (or international equivalent).
• Strong private client tax background with hands-on trust compliance experience.
• Experience preparing trust accounts, trust returns and IHT returns.
• Ability to manage deadlines and juggle multiple deliverables.
• Good working knowledge of Microsoft suite.

Responsibilities

• Managing a portfolio of UK and offshore trusts as main client contact.
• Preparing and reviewing trust accounts, trust tax returns, IHT returns and TRS submissions.
• Delivering accurate ad-hoc tax calculations within tight timeframes.
• Supporting engagement profitability and workflow efficiency.
• Identifying advisory opportunities emerging from compliance activity.
• Mentoring and developing junior team members.

Education

ACA, AAT, ATT, CTA or STEP qualification

Tools

Microsoft Suite

Job description

PRO-TAX RECRUITMENT LIMITED invites applications for a Trust Tax Senior at a Big 4 environment in Leeds. You will manage UK and offshore trust portfolios, lead client contacts, and ensure timely preparation of trust accounts, trust tax returns and IHT returns.

The role emphasizes compliance, mentorship of junior staff, and identifying advisory opportunities within a technology-enabled tax practice. Hybrid working is offered with strong learning and progression opportunities.