Private Tax Manager

Private Tax Manager – York – c£60,000 We are proud to be working in partnership with a highly successful and well-established legal firm seeking to appoint an experienced Private Tax Managerto join their respected Wills, Estates & Tax Planning team.This is an excellent opportunity for a technically strong tax professional looking to take ownership of a varied and rewarding caseload within a progressive and growing firm. The role offers genuine autonomy, high-quality work, and long-term career prospects. The position can be based across multiple offices in Lincolnshire and Yorkshire, offering flexibility depending on your location.The RoleYou will manage a diverse portfolio of individuals, trusts, and estates, ensuring full compliance while providing expert support to colleagues and clients.\n

\n
• Managing tax compliance obligations for individuals, trusts, estates, and partnerships
\n
• Preparing Self-Assessment and Capital Gains Tax returns
\n
• Preparing Inheritance Tax returns, including 10-year anniversary charges and exit charges
\n
• Producing annual trust accounts and overseeing ongoing trust administration
\n
• Registering and maintaining trust and estate records on HMRC’s Trust Registration Service (TRS)
\n
• Liaising with trustees, beneficiaries, investment managers, and other professional advisers
\n
• This is a role that offers responsibility and visibility within the wider private client team.
\n

The Candidate\n

\n
• A minimum of 5 years’ experience in tax compliance
\n
• Strong technical knowledge of trust taxation and relevant legislation
\n
• The ability to manage their own caseload independently
\n
• Excellent organisational skills and attention to detail
\n
• Professional and confident communication skills
\n
• Applicants may come from accountancy practice, legal practice, or a specialist tax background.
\n

The OpportunityYou will be joining a firm with a strong regional presence, an excellent reputation, and a supportive, collaborative culture. In return, you can expect a competitive salary, very attractive benefits package, and genuine scope for progression.If you are interested in this Private Tax Managerrole, please apply now. Chase and Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in Finance, Supply Chain, HR and IT recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire marketplaces.