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Trust Tax Manager

Michael Page Finance
Posted 12 hours ago, valid for a month
Location

Exeter, Devon EX4 2PL

Salary

£90,000 - £108,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A leading accountancy practice in Exeter is seeking a Trust Tax Manager to oversee trust and personal tax compliance for high-net-worth individuals (HNWIs).
  • The role involves significant tax planning and advisory work, focusing on inheritance tax (IHT) and capital gains tax (CGT).
  • Candidates should be CTA/STEP or ATT/ACA/ACCA qualified with experience in a UK accountancy practice or specialist tax firm.
  • The position offers a salary range of approximately £42,000 to £56,000, depending on experience, along with hybrid working and flexible hours.
  • This opportunity is ideal for a Trust Tax Manager or Assistant Manager seeking career progression in private client and trust tax.

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 HNWI's, whilst also 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 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.

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.

Profile

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.

Job 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 .

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.