Senior Tax Manager (Trusts)
Boost your chances before you apply.
Sumer
Leeds, ND, US
Summary
You will act as the central point of expertise for trust work, shaping the firm's approach and establishing compliance frameworks. Additionally, you will manage a portfolio of clients, mentor junior staff, and contribute to practice development through networking and thought leadership.
Job Description
Senior Tax Manager (Trusts)
Department: Tax Advisory
Employment Type: Permanent
Location: Leeds
Compensation: £63,000 - £73,000 / year
Description
Our tax team is one of the largest and most experienced in the region, with nearly 70 talented tax professionals working collaboratively across our offices in Chesterfield, Sheffield, Cleckheaton, Leeds, and York. Led by our Head of Tax, and supported by a further six specialist Tax Partners, we bring together deep technical expertise, sector knowledge, and a shared commitment to delivering exceptional client service.
This is a rare opportunity to take real ownership of the trusts offering within our tax team. You’ll step in as the central point of expertise, shaping how we approach trust work across the business and establishing yourself as the go-to person for all things trusts.
To start, you’ll focus on building strong foundations - reviewing current processes, strengthening compliance frameworks, and ensuring we are set up for long-term success.
From there, you’ll have the freedom and support to grow the trusts capability, developing new opportunities, expanding our client offering, and embedding best practice across the wider team.
This role can be based from any of our offices.
The Role
We're seeking a Trusts specialist to work with a varied client base, manage a portfolio, build lasting client relationships, mentor junior colleagues, and collaborate with other service lines to deliver integrated solutions.
You’ll also have the opportunity to contribute to practice development and build your external brand through networking, thought leadership and industry events.
Your expertise will be valued, and from day one you’ll have the freedom to challenge ideas, drive positive change, and take ownership.
The Requirements
- You'll need CTA status with a specialism in Trusts.
- STEP certification would be advantageous.
- The ability to work operationally and strategically.
- Strong leadership and stakeholder management skills.
The Benefits
Salary circa £63,000 - £70,000 depending on experienceDiscretionary performance related bonus 27 days annual leave, plus bank holidays 3 x Life assurance cover 8.5% total pension (Made up for 5.3% from BHP and 3.2% from you)
Additional pension benefits if you opt in to our salary sacrifice scheme. Holiday purchase scheme Paid Volunteering Day each year Level 1 Westfield healthcare cash plan Employee Assistance programme
EV Car scheme
We’re Sumer, your business champion
We’re a collaboration of the best in business services. We bring together the indispensable value of leading regional practices with the tech, scale and breadth of expertise that only a national organisation can muster. We call this ‘The Power of Collaboration’ – an approach that delivers growth for our entire organisation and all the businesses we serve.
Whether its to free up time so that businesses can focus on the things that matter, help grow the business, or work through the trickiest of problems, we are here to help you succeed.
But what does that mean?
First and foremost, it means we champion small to medium-sized businesses across the UK and Ireland.
From farmers to tech firms, retailers to charities - they are the businesses at the heart of our economy and communities. To us, they’re heroes.
To give them the support they deserve, we believe we need to do more than the established players that have gone before us.
We’re bringing together the best in business services. Uniting like-minded firms who share our vision.
Company size
1,001-5,000 employees
Industry
Accounting
Org type
Privately Held
Headquarters
London
We’re Sumer, your business champion
We’re a collaboration of the best in business services. We bring together the indispensable value of leading regional practices with the tech, scale and breadth of expertise that only a national organisation can muster. We call this ‘The Power of Collaboration’ – an approach that delivers growth for our entire organisation and all the businesses we serve.
Whether its to free up time so that businesses can focus on the things that matter, help grow the business, or work through the trickiest of problems, we are here to help you succeed.
But what does that mean?
First and foremost, it means we champion small to medium-sized businesses across the UK and Ireland.
From farmers to tech firms, retailers to charities - they are the businesses at the heart of our economy and communities. To us, they’re heroes.
To give them the support they deserve, we believe we need to do more than the established players that have gone before us.
We’re bringing together the best in business services. Uniting like-minded firms who share our vision.
Company size
1,001-5,000 employees
Industry
Accounting
Org type
Privately Held
Headquarters
London
