Private Client Compliance & Trust Opportunity - Leeds, to £90k + bonus

Join a growing tax team in an established and highly regarded professional services firm as an experienced Private Client Trust Tax Manager or Senior Manager. This is a highly attractive opportunity for a technically strong professional to manage a varied portfolio of private clients, take ownership of complex compliance matters and build lasting client relationships within a supportive, career-focused environment.

The Role: The successful candidate will oversee trust and estate tax compliance, including Trust Registration, Inheritance Tax returns and Self-Assessment reporting, while also supporting wider private client advisory work such as Capital Gains Tax calculations, real-time reporting and remuneration planning. The role offers responsibility for reviewing junior team members' work, developing talent, identifying additional client opportunities and contributing to the continued improvement of tax processes and technology.

The Candidate: Candidates should hold a relevant professional qualification such as CA, ATT, CTA, STEP or equivalent. Strong experience in Trust and Estate Tax Compliance, Trust Registration and IHT Returns is essential, together with proven client portfolio management skills and the ability to undertake independent technical research. Experience with CCH applications and estate administration would be advantageous.

The firm offers a competitive benefits package, including hybrid working, flexible hours, professional development opportunities and a supportive environment designed to encourage long-term career progression.

To Apply: Interested in exploring the opportunity further? For a confidential discussion, please send your CV to opportunities@capitaltaxrecruitment.com.