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Trust Tax Manager

Michael Page (UK)

Exeter

Hybrid

GBP 42,000 - 56,000

Full time

2 days ago
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Benefits

Hybrid working
Flexible hours
Competitive benefits

Qualifications

  • Qualified CTA/STEP and/or ATT/ACA/ACCA.
  • Experience in a UK accountancy practice or specialist tax firm.
  • Focus on trust/personal tax compliance and planning.

Responsibilities

  • Manage a portfolio of trust cases and HNWI tax projects.
  • Advise on inheritance tax, CGT, and advisory project work.
  • Develop tax planning strategies for clients.

Skills

Tax Planning
Compliance

Education

CTA/STEP
ATT
ACA
ACCA

Job description

  • Trust Tax Manager to join a leading Exeter firm with progression
  • Trust Client Porfolio 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 and the right professional will carve a key position advising this firms 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 firms 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 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, 50, or regional independent firm background of any size, or specialist tax firm and your background will most likely have focused down 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.

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