Trust Tax Manager
- Permanent
Leeds, West Yorkshire
The details
Trust Tax Assistant Manager / Manager / North Leeds - Hybrid / £45,000 - £60,000 + Benefits
Marks Sattin are delighted to be partnering with a well-established independent accountancy practice based in North Leeds, who are looking to appoint a Trust Tax Assistant Manager or Manager to join their growing Private Client team.
This is a fantastic opportunity for an experienced trust tax specialist looking to take on a varied and rewarding role within a supportive, people-focused firm that offers flexibility, autonomy, and genuine work-life balance.
The Role
You'll take responsibility for managing a portfolio of trust and private client tax cases, providing high-quality compliance and advisory services. The role offers a diverse workload across UK trusts, estates, and high-net-worth individuals, with exposure to interesting and complex structures.
Key responsibilities include:
- Preparing and reviewing trust and estate tax returns.
- Managing a portfolio of trust clients and liaising directly with trustees, solicitors, and beneficiaries.
- Advising on inheritance tax, capital gains tax, and income tax matters related to trusts and estates.
- Supporting partners with ad hoc tax planning and advisory projects.
- Maintaining strong client relationships and delivering excellent client service.
About You
- Previous experience in trust taxation within an accountancy firm or specialist tax practice.
- Strong understanding of trust and estate tax compliance and related legislation.
What's on Offer
- Supportive, close-knit team environment with a strong local reputation.
- Varied, interesting client base and opportunity to get involved in advisory work.
- 25 days Holiday
- Great Pension Scheme
- Gym membership
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.
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