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

TN United Kingdom; Truro; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in Truro is seeking a Trust Tax Manager to join their reputable firm. This role offers a unique opportunity to manage a diverse portfolio of trust cases and high-net-worth individuals, focusing on tax planning and compliance. With a strong emphasis on career progression, the firm provides a supportive environment for professional development. Enjoy the benefits of hybrid working and flexible hours while contributing to a team renowned for its quality compliance services and advisory expertise. If you're looking to elevate your career in tax, this position is perfect for you.

Benefits

Flexible Hours

Competitive Benefits

Hybrid Working

Qualifications

• Experience in personal/trust tax within an accountancy practice or specialist tax firm.
• Background in Top Tier, Top Ten, or regional firms focusing on compliance and tax planning.

Responsibilities

• Manage a diverse portfolio of trust cases and HNWIs.
• Advise on tax planning projects related to inheritance tax and CGT.

Skills

Tax Planning

Compliance Management

Advisory Work

Education

CTA / STEP

ATT/ACA/ACCA

Job description

Social network you want to login/join with:

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

Client:

Page Personnel

Location:

Truro, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

d920071ed6d1

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

• Trust Tax Manager to join a leading Truro firm with progression opportunities.
• Handle complex compliance tasks and increase involvement in planning and advisory work.

About Our Client

Based in Truro, the firm has an excellent reputation for acting on behalf of 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 client base with opportunities for progression and development. The firm offers hybrid working, flexible hours, and competitive benefits.

Job Description

As Trust Tax Manager, based in the firm's Truro office, you will manage a diverse portfolio of trust cases and HNWIs. You will advise on tax planning projects related to inheritance tax, CGT, and other advisory work. This role offers an excellent opportunity for a tax professional seeking to develop a pivotal role in private client and trust tax.

The Successful Applicant

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

What's on Offer

Highly competitive salary and attractive benefits package. To apply, please submit your application online. For a confidential discussion, contact Mark Bailey at 01179 271452.