Private Client Tax Manager (Trusts/Compliance)

Reference: 4824256Job ID: 5412184Posted: 2026-09-01Closing date: 2026-11-29Location: LeedsSalary: Salary Market Led + DOE (per annum)Job type: PermanentWorking pattern: Full time / Flexible workingIndustry: Accountancy Firms / Personal TaxCompany: HaysConsultant: Yasmin VartHays office: Manchester — 5th Floor, City Tower, Piccadilly PlazaPhone: Email: new companyA leading and rapidly growing professional services firm is seeking an experienced Private Client Trust Tax Manager or Senior Manager to join its established tax team.

Make your application after reading the following skill and qualification requirements for this position.

The firm provides specialist advice to a broad range of private clients, trusts, estates, family businesses and high-net-worth individuals, offering an excellent platform for career progression within a collaborative and supportive environment.Your new roleYou will be responsible for managing a varied portfolio of private clients, trusts and estates, acting as the primary point of contact and ensuring the delivery of high-quality compliance and advisory services.Key responsibilities include:Managing a portfolio of private clients, trusts and estatesOverseeing the completion of Self Assessment tax returns, MTD reporting and Final DeclarationsActing as the main client contact and developing strong, long-term relationshipsManaging portfolio profitability, including WIP control, billing and fee planningIdentifying opportunities for additional services and supporting business development activityReviewing work prepared by junior team members and providing technical guidancePreparing and reviewing advisory work including: Trust registrations and compliance, Trust and estate tax matters, Inheritance Tax returns, Capital Gains Tax calculations and reporting, Remuneration planningWorking closely with specialists across tax and wider service lines to deliver integrated client solutionsSupporting, mentoring and developing junior members of the teamDriving process improvement and the adoption of new technologies within the tax functionWhat you'll need to succeedA professional tax qualification such as CTA, ATT, STEP, CA or equivalent experience Strong technical knowledge of trust and estate tax complianceExperience dealing with Trust Registration Service (TRS) requirements, trust administration and Inheritance Tax returnsA proven track record of managing a client portfolio and building strong client relationshipsExcellent communication, organisational and xrnqpay technical research skillsPrevious experience reviewing work and supporting junior team membersWhat you'll get in returnHybrid and flexible working arrangementsCompetitive salary and bonus potentialPrivate medical coverEnhanced family-friendly policiesGenerous holiday allowance with buying and selling optionsPension and life assuranceEmployee wellbeing supportPaid volunteering opportunitiesOngoing training, development and career progression pathwaysWhat you need to do now If you're interested in this Private Client Tax Manager role in Leeds, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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- Yasmin Vart