Trust Tax Manager / Senior Manager - Leeds

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.

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.

Contact

Want to find out more? Give Sam Minor a call on 07764700259 or email at .

Equal Opportunity Employer Statement

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.

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