Personal Tax and Trust Senior

Personal Tax and Trust Senior

ACCA Careers.

A highly successful and growing professional services firm has a requirement for a Personal Tax and Trust Senior to join their team based in Exeter as a key addition providing Personal Tax compliance, Estate and Trust Tax return and year‑end trust accounts services, with increasing involvement in tax planning and advisory work as you progress and develop within this growing firm.

A highly regarded and expanding professional services firm, based in Exeter, with a successful and growing private client and trust department acting for a wide range of HNWIs and trusts. Trust clients include investments, property portfolios and other trust assets, while the private client practice serves individuals, directors and other clients. The business is planning for future growth with a key addition, and provides excellent benefits, competitive salaries, flexitime and flexible working.

You will be responsible for preparing Personal, Trust and Estate Tax Returns and Trust year‑end accounts, delivering a quality compliance service. You will take on a portfolio of Tax and Trust administration cases, prepare and submit annual self‑assessment tax returns and computations, prepare documents and performance figures for annual Trustees meetings, and prepare all additional forms relating to investments and draft letters in response to client queries.

You will maintain direct contact with clients, HMRC and investment brokers to deliver excellent client service. Potential for involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills.

For this Personal Tax and Trust Senior role you may be AT­T, CTA or TEP qualified, qualified by experience, or studying for these qualifications. You should have a background in an accountancy firm or specialist tax firm in a tax role, with several years of experience focused in the sector and a strength in personal tax. Experience in Trust Administration will be beneficial;

alternatively, a good level of experience in personal tax with an interest in developing skills in Trust accounts and administration is acceptable.

£35,000 – £45,000 plus benefits, negotiable.

• Mid‑Senior level

• Full‑time

• Accounting / Auditing & Finance

• Accounting