Personal Tax and Trusts Advisory Manager

Michael Page (UK); Exeter; On-site; GBP 50,000 - 65,000; Full time

Job summary

A leading accountancy practice in Exeter seeks a Personal Tax and Trusts Advisory Manager to manage project delivery and advise clients on tax planning and trusts. This role offers significant career development opportunities and involves working with a diverse client base. The firm provides a supportive environment for professionals looking to excel in personal and trusts tax.

Qualifications

• CTA and/or STEP, ATT, ACA, ACCA qualified.
• Experience in personal tax or trusts within accountancy practice.
• Background in Top Tier, Top Ten, or regional independent firms.

Responsibilities

• Manage project delivery for tax planning across IHT, CGT, and trusts.
• Advise clients on succession planning and tax advisory projects.
• Provide exceptional client service and drive business development.

Skills

Personal tax

Trusts

Tax planning

Education

CTA

STEP

ATT

ACA

ACCA

Job description

A leading and successful accountancy practice based in Exeter is searching for a Personal Tax and Trusts Advisory Manager to join their team as a key addition. You will progress within this leading business with a significant focus on leading the delivery of wide ranging tax planning and project work across personal tax and trusts.

Client Details

Based in Exeter this chartered accountancy firm is undergoing sustained and positive growth. Whilst a quality compliance service is a key offering the firm has also has a focus on delivering wider advisory and tax planning and business advice and the right professional will carve a key position advising this firms wide ranging clients with progression and development on offer.

Description

Joining as Personal Tax and Trusts Advisory Manager, based from the firms Exeter offices, you will manage the fulll project delivery and advise on wide ranging tax planning work across IHT and succession planning, CGT, Trusts and other tax 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 personal and trusts tax.

Profile

For this Personal Tax and Trusts Advisory Manager role you will be either CTA and/or, any of STEP, ATT, ACA, ACCA qualified and you will have developed a personal tax or trusts focused career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, or regional independent firm background of any size and your background will most likely have focused down either the personal tax and/or, trusts route with a mix of compliance and significant planning experience delivery.
This is an excellent opportunity for a Tax Manager level professional looking for a challenging new career move.

Job Offer

Circa £50,000 - £65,000 + 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.