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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