A leading and successful accountancy practice based in Exeter is searching for a Trust Tax Manager to join their team. You will be overseeing the delivery of trust and personal tax compliance to trust cases and HNWIs, with a significant focus on leading the delivery of wide-ranging tax planning and project work across IHT, CGT, and other tax advisory work.
Client Details
Based in Exeter, the firm has an excellent reputation acting for private clients, both UK-based and overseas, HNWIs, Trusts, Directors, and other individuals. While a quality compliance service is a key offering, the firm also focuses 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 opportunities on offer. The firm offers hybrid working, flexible hours, and competitive benefits.
Description
As a Trust Tax Manager, based in the firm's Exeter offices, you will manage a diverse portfolio of trust cases and HNWIs. You will advise on tax planning project work across inheritance tax, CGT, and various other advisory projects. This role provides an ideal opportunity for a tax professional looking to carve a pivotal role and further their career in private client and trust tax.
Profile
You will be either CTA / STEP and/or ATT/ACA/ACCA qualified, having 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, or specialist tax firm, with a focus on trust/personal tax, compliance, and/or tax planning.
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.
Job Offer
Circa £42,000 - £56,000 dependent on experience and background, negotiable with benefits. Please apply online, and for a further confidential discussion about this opportunity, please contact Mark Bailey on 01179 271452.
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