Trust Tax Manager

Michael Page (UK); Exeter; Hybrid; GBP 42,000 - 56,000; Full time

Job summary

An established industry player in Exeter is seeking a Trust Tax Manager to oversee a diverse portfolio of trust cases while providing expert tax planning and compliance services. This role offers the chance to work with high-net-worth individuals and trusts, ensuring tailored advisory solutions that meet clients' unique needs. The firm is renowned for its commitment to quality service and offers a supportive environment for professional growth. With hybrid working options and flexible hours, this position is perfect for a motivated tax professional eager to advance their career in a dynamic setting.

Benefits

Flexible hours

Hybrid working

Competitive benefits

Qualifications

• Qualified in CTA, STEP, ATT, ACA, or ACCA with trust tax experience.
• Experience in UK accountancy practice or specialist tax firm.

Responsibilities

• Manage a portfolio of trust cases and advise on tax planning.
• Focus on inheritance tax, CGT, and advisory project work.

Skills

Trust Tax Management

Tax Planning

Compliance

Advisory Skills

Education

CTA

STEP

ATT

ACA

ACCA

Job description

• Trust Tax Manager to join a leading Exeter firm with progression
• Trust Client Portfolio management, across compliance/planning & developing teams.

About Our Client

Based in Exeter, the firm has an excellent reputation acting for private clients UK based and overseas, HNWIs, Trusts, Directors, and other wider-ranging individuals. Whilst a quality compliance service is a key offering, the firm also has a focus on delivering wider advisory and tax planning and business advice. The right professional will carve a key position advising this firm's wide-ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours, and competitive benefits.

Job Description

Joining as Trust Tax Manager, based from the firm’s Exeter offices, you will manage a wide-ranging portfolio of trust cases and wider HNWI's. You will be advising on wide-ranging tax planning project work across inheritance tax, CGT, and a wide range of other advisory project work. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role and an excellent opportunity for the right professional looking to further their career in private client and trust tax.

The Successful Applicant

You will be either CTA / STEP and/or ATT/ACA/ACCA qualified and you will have developed a personal/trust tax career within a UK accountancy practice or UK-based specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, Top 50, or regional independent firm background of any size, or specialist tax firm. Your background will most likely have focused on the trust/personal tax route with a compliance and/or tax planning skill set alongside this. This is an excellent opportunity for a Trust Tax Manager level professional or Assistant Manager looking for a challenging new career move with career progression and development on offer.

What's on Offer

Circa £42,000 - £56,000 dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452.