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
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.
Identifying tax planning opportunities and advising on restructuring or winding up of trusts.
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.
Advisory experience a bonus but could be developed
Enhanced holidays
Healthcare cash plan
Enhanced pension
Generous holiday allowance
View email address on pro-recruitment.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.
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