Trust Manager, Trusts Tax Manager, Personal Tax Manager, Private Client Manager

TN United Kingdom; 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 and high-net-worth individuals. This role offers an exciting opportunity for a tax professional to advance their career in private client and trust tax. The firm is renowned for its quality compliance services and advisory expertise, providing flexible working arrangements and competitive benefits. If you are CTA/STEP qualified with a passion for tax planning and client management, this position could be your next step in a rewarding career.

Benefits

Hybrid working

Flexible hours

Competitive benefits

Qualifications

• Experience in trust/personal tax within a UK accountancy practice.
• Focus on compliance and planning skills.

Responsibilities

• Manage a varied portfolio of trust cases and high-net-worth individuals.
• Advise on tax planning projects across inheritance tax and CGT.

Skills

Trust Tax Management

Tax Planning

Client Portfolio Management

Compliance

Education

CTA / STEP qualification

ATT/ACA/ACCA qualification

Job description

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Trust Manager, Trusts Tax Manager, Personal Tax Manager, Private Client Manager, Exeter

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Client:

Page Personnel

Location:

Exeter, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

3b0ac80642b2

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

• Trust Tax Manager to join a leading Exeter firm with progression opportunities.
• Manage Trust Client Portfolio, including compliance, planning, and developing teams.

About Our Client

Based in Exeter, the firm has an excellent reputation acting for private clients in the UK and overseas, including HNWIs, Trusts, Directors, and other individuals. While providing quality compliance services, the firm also focuses on advisory, tax planning, and business advice. The right professional will play a key role advising a diverse range of clients, with opportunities for progression and development. The firm offers hybrid working, flexible hours, and competitive benefits.

Job Description

As Trust Tax Manager based in Exeter, you will manage a varied portfolio of trust cases and high-net-worth individuals. You will advise on tax planning projects across inheritance tax, CGT, and other advisory areas. This role offers an excellent opportunity for a tax professional seeking to advance their career in private client and trust tax.

The Successful Applicant

You will be CTA / STEP and/or ATT/ACA/ACCA qualified, with experience in trust/personal tax within a UK accountancy practice or tax firm. Your background may include Top Tier, Top Ten, regional firms, or specialist tax firms, focusing on trust/personal tax with compliance and/or planning skills. This is an excellent opportunity for a Trust Tax Manager or Assistant Manager seeking career progression.

What's on Offer

Salary circa £42,000 - £56,000 depending on experience, with benefits. To apply, please contact Mark Bailey at 01179 271452 for a confidential discussion.