Trust Tax Manager / Senior Manager - Leeds

Trust Tax Manager / Senior Manager
Leeds + Hybrid/Flexible working
£50,000 - £70,000 + Benefits + Bonus

• 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.

• 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

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

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