Trust Tax Manager - Leeds

Trust Tax Manager
Leeds + Hybrid/Flexible working
£50,000 - £65,000 + Benefits + Bonus

Snapshot of the firm / role:

• Leading Independent 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

Want to find out more? Give Sam Minor a call on 07764700259 or email at sam.minor@pro-tax.co.uk

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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.