Broadgate
Private Client Tax Senior Manager - Trusts
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Private Client Tax Senior Manager (Trusts) | Leeds | Hybrid
I'm working on an excellent opportunity for a Private Client Tax Senior Manager with strong Trust experience to join a well-established and growing private client tax team in Leeds — and the career story here is one of the strongest I've come across for this kind of role.
This is a business that has invested heavily in technology and automation specifically so its senior people spend their time on clients and relationships rather than admin, and there's a genuinely proven track record of people progressing all the way to Director without ever having to move into pure advisory work. If you're a compliance-focused Trust Tax specialist who wants recognition and progression without being pushed down the advisory route, this is well worth a conversation.
What you'll be doing
- You'll take ownership of a varied portfolio of around 200 trust and private client relationships, leading on the preparation and review of Trust and Estate Tax Returns, Trust Accounts, Inheritance Tax compliance, Capital Gains Tax reporting, Trust Registration Service obligations, and AEOI/FATCA reporting.
- Alongside the core compliance work, there's genuine scope for ad hoc advisory input as it arises from your own client base.
- You'll attend trustee and client meetings as the senior point of contact.
- You'll play a real role in developing the team around you — mentoring and training graduates, with potential line management responsibility as you settle in.
- You'll also be encouraged to build referral relationships and get involved in business development as the team continues to grow.
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What they're looking for
- Fully tax qualified (CTA preferred, ATT considered depending on experience)
- Significant Trust Tax experience — this is essential rather than desirable for this role
- Minimum of 5 years' post-qualification experience
- STEP qualification highly desirable, though not essential
- Comfortable managing your own portfolio and building relationships directly with trustees and clients
- A collaborative, team-first mindset — this team works nationally rather than being confined to one office
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Why this one's worth a conversation
- Hybrid working, based from their Leeds office
- A clear and genuinely proven route to Director level within Compliance — no requirement to move into Advisory to progress
- A collaborative, supportive team culture with an emphasis on people helping each other rather than internal competition
- Significant ongoing investment in technology and automation to reduce time spent on manual processing
- A growing team with no artificial barriers to promotion for people who are capable and want it
If this sounds like a role worth ten minutes of your time to discuss, drop me a message or email me directly at amanda.dolan@broadgatesearch.com. Happy to have a completely confidential chat, even if you're just weighing up your options right now.
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