Location: Leeds (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time
Trust and estates experience? This Leeds role puts it front and centre, without boxing you into a trusts-only job.
My client is a large professional services firm with a growing private client compliance team in Leeds. You'd look after a mixed portfolio with a strong trust and estate slant, and be the main contact for your clients.
What you'll be doing
- Running your own portfolio: SA returns, MTD reporting, Final Declarations, trusts and IHT returns
- Handling trust and estate compliance, TRS and trust administration
- Owning WIP, fees and proposals on your clients
- Picking up advisory work such as real-time CGT reporting and remuneration planning
- Reviewing, line managing and mentoring junior team members
What you'll need
- CA, ATT, CTA, STEP or similar
- At least two to three years post-qualification compliance experience at Assistant Manager level or above
- Hands-on trust and estate tax compliance, TRS and IHT returns experience (essential)
- Estate administration and CCH Trust Accounts experience would be a bonus
What's in it for you
- Hybrid working and genuinely flexible hours
- Holiday you can buy or carry over, plus bank holidays
- Private medical cover, with the option to add your family
- Enhanced family leave, a competitive pension and life assurance
- A paid volunteering day and 24/7 wellbeing support
A good step up for an experienced Assistant Manager with a trusts background who wants their own portfolio and team.
For a confidential chat, get in touch with Lydia at ProTalent.
lydia@protalent.co | 01273 491 852 | ProTalent.eu