Trust Tax Manager / Senior Manager - Leeds

Pro-Tax; Leeds; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Clear pathway for progression

Enhanced holidays

Healthcare cash plan

Enhanced pension

Generous holiday allowance

Job summary

Pro-Tax in Leeds is seeking a Trust Tax Manager / Senior Manager to lead a portfolio of trust clients, including UK resident and non-resident trusts, estates and high-net-worth individuals. You will prepare and review trust tax returns and related compliance in line with HMRC requirements.

You will advise trustees on distributions, income and capital gains, liaise with solicitors and financial advisers, and ensure timely tax submissions.

Qualifications

• Experience managing trust tax compliance and advisory work.
• Ability to advise on inheritance tax, capital gains tax, and income tax for trusts.
• Experience liaising with solicitors, financial advisers, and HMRC.

Responsibilities

• Manage a portfolio of trust clients including UK resident and non-resident trusts, estates and high-net-worth individuals.
• Prepare and review trust tax returns and associated compliance documentation per HMRC rules.
• Advise trustees and beneficiaries on tax implications of distributions, income, and capital gains.
• Ensure timely submission of tax returns and payments; manage HMRC correspondence.
• Provide technical guidance on IHT, CGT, and income tax matters relating to trusts and estates.
• Liaise with solicitors and professionals to ensure accurate reporting and planning.
• Support TRS registrations and ongoing TRS compliance.
• Identify tax planning opportunities and advise on restructuring or winding up trusts.
• Keep up to date with changes in legislation and communicate updates to clients and colleagues.
• Mentor junior staff and contribute to training.

Skills

Trust portfolio experience

Advisory experience

Client liaison with professionals

Education

ATT/ ACA/ STEP/ CTA or equivalent

Job description

Trust Tax Manager / Senior Manager
Leeds + Hybrid/Flexible working
£50,000 - £70,000 + Benefits + Bonus
Snapshot of the firm / role:

• Leading Top 20 Accountancy firm in Yorkshire
• Trust tax compliance & Advisory work
• Clear pathway for progression

We are working with a leading firm in Yorkshire who are looking to expand their trust tax compliance & advisory team in Leeds.

Your new role

• Managing a portfolio of trust clients, including UK resident and non-resident trusts, estates, and high-net-worth individuals.
• Preparing and reviewing trust tax returns and related compliance documentation in accordance with HMRC requirements.
• Advising trustees and beneficiaries on tax implications of distributions, income, and capital gains.
• Ensuring timely submission of tax returns and payments, and managing correspondence with HMRC.
• Providing technical guidance on inheritance tax, capital gains tax, and income tax matters relating to trusts and estates.
• Liaising with solicitors, financial advisers, and other professionals to ensure accurate reporting and planning.
• Supporting clients with the registration of trusts on the Trust Registration Service (TRS) and maintaining compliance with ongoing obligations.
• Identifying tax planning opportunities and advising on restructuring or winding up of trusts.
• Keeping up to date with changes in legislation and communicating relevant updates to clients and colleagues.
• Assisting with internal training and development of junior staff within the trust and private client team.
• Reviewing trust accounts and ensuring accurate allocation of income and capital for tax purposes.
• Participating in business development activities and contributing to proposals and client pitches.

To be successful in this role you'll need

• Suitable qualification, ATT, ACA, STEP, CTA etc
• Trust compliance / portfolio experience
• Advisory experience a bonus but could be developed

Benefits including

• Clear pathway for progression
• Enhanced holidays
• Healthcare cash plan
• Enhanced pension
• Generous holiday allowance

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.