Full job descriptionLocation: 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.

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