Current jobs related to Trusts and Estates Manager - Exeter, Devon - Michael Page Finance

  • Tax Manager

    3 weeks ago

    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    As a key member of the private client tax team at Creative Tax Recruitment, you will have the opportunity to directly impact the strategic direction and development of trust and estate services. Your role will involve handling a range of crucial tasks related to the management of trusts, estates, and their beneficiaries.Key Responsibilities:Manage a...

  • Estate Manager

    1 month ago

    Exeter, Devon, United Kingdom Legal Southwest Full time

    Probate and Trust Estates ManagerLegal Southwest is seeking an experienced Probate and Trust Estates Manager to join their busy Inheritance Tax team in Exeter.Key Responsibilities:Collaborate with Personal Representatives to gather information about the deceased's assets and liabilities.Prepare IHT accounts and ensure compliance with probate...

  • Estate Manager

    1 month ago

    Exeter, Devon, United Kingdom Legal Southwest Full time

    Probate and Trust Estates ManagerLegal Southwest is seeking an experienced Probate and Trust Estates Manager to join their busy Inheritance Tax team in Exeter.Key Responsibilities:Collaborate with Personal Representatives to gather information about the deceased's assets and liabilities.Prepare IHT accounts and ensure compliance with probate...

  • Estate Development Manager

    2 weeks ago

    Exeter, Devon, United Kingdom Finegreen Full time

    As a key member of the Finegreen team, you will play a crucial role in supporting the interim appointment of a senior healthcare estates officer. This position is ideal for individuals with NHS experience, who can work effectively within the capital projects team within the Trust.The post holder will be responsible to the Deputy Director of Estates and...

  • Tax Manager

    4 weeks ago

    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Private Client Trust and Tax ManagerEmbark on a challenging role within the private client tax team of a top-ranked mid-tier firm, where you will have a direct impact on the strategic direction and development of trust and estate services.This position involves handling a range of crucial tasks related to the management of trusts, estates, and their...

  • Tax Manager

    4 weeks ago

    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Private Client Trust and Tax ManagerEmbark on a challenging role within the private client tax team of a top-ranked mid-tier firm, where you will have a direct impact on the strategic direction and development of trust and estate services.This position involves handling a range of crucial tasks related to the management of trusts, estates, and their...

  • Tax Manager

    1 month ago

    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Private Client Trust and Tax ManagerTake your career to the next level as a Private Client Trust and Tax Manager at a top-ranked mid-tier firm. This exciting opportunity allows you to directly impact the strategic direction and development of trust and estate services.Key Responsibilities:Manage a compliance portfolio primarily focused on high net worth...

  • Tax Manager

    1 month ago

    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Private Client Trust and Tax ManagerTake your career to the next level as a Private Client Trust and Tax Manager at a top-ranked mid-tier firm. This exciting opportunity allows you to directly impact the strategic direction and development of trust and estate services.Key Responsibilities:Manage a compliance portfolio primarily focused on high net worth...

  • Estates Coordinator

    2 months ago

    Exeter, Devon, United Kingdom South Western Ambulance Service NHS Foundation Trust Full time

    About the RoleWe are seeking an experienced and motivated Estates Coordinator to join our Helpdesk Team at South Western Ambulance Service NHS Foundation Trust. As an Estates Coordinator, you will provide administrative and secretarial support to the Estates function, ensuring that all Estates-related documentation and correspondence are dealt with...

  • Estates Coordinator

    2 months ago

    Exeter, Devon, United Kingdom South Western Ambulance Service NHS Foundation Trust Full time

    About the RoleWe are seeking an experienced and motivated Estates Coordinator to join our Helpdesk Team at South Western Ambulance Service NHS Foundation Trust. As an Estates Coordinator, you will provide administrative and secretarial support to the Estates function, ensuring that all Estates-related documentation and correspondence are dealt with...

  • Estate Manager

    3 weeks ago

    Exeter, Devon, United Kingdom Michael Page (UK) Full time

    About the RoleWe are seeking a highly skilled Trusts, Estates and Probate Manager to join our team in Exeter. As a key addition to our specialist service line, you will lead and develop this service, providing a quality service with empathy to our clients.Key ResponsibilitiesManage and deliver probate services from start to completion on a wide range of...

  • Estate Management Professional

    4 weeks ago

    Exeter, Devon, United Kingdom Michael Page (UK) Full time

    About the RoleWe are seeking a highly skilled Trusts, Estates and Probate Manager to join our team in Exeter. As a key addition to our specialist service line, you will be responsible for leading and developing this service to deliver exceptional results.About Our ClientOur client is a leading Devon-based firm of chartered accountants, renowned for their...

  • Estate Management Professional

    4 weeks ago

    Exeter, Devon, United Kingdom Michael Page (UK) Full time

    About the RoleWe are seeking a highly skilled Trusts, Estates and Probate Manager to join our team in Exeter. As a key addition to our specialist service line, you will be responsible for leading and developing this service to deliver exceptional results.About Our ClientOur client is a leading Devon-based firm of chartered accountants, renowned for their...

  • Estates Coordinator

    4 weeks ago

    Exeter, Devon, United Kingdom South Western Ambulance Service NHS Foundation Trust Full time

    About the RoleWe are seeking an experienced and motivated Estates Coordinator to join our Helpdesk Team at South Western Ambulance Service NHS Foundation Trust. As an Estates Coordinator, you will provide administrative and secretarial support to the Estates function, ensuring that all Estates-related documentation and correspondence are dealt with...

  • Estates Coordinator

    4 weeks ago

    Exeter, Devon, United Kingdom South Western Ambulance Service NHS Foundation Trust Full time

    About the RoleWe are seeking an experienced and motivated Estates Coordinator to join our Helpdesk Team at South Western Ambulance Service NHS Foundation Trust. As an Estates Coordinator, you will provide administrative and secretarial support to the Estates function, ensuring that all Estates-related documentation and correspondence are dealt with...

  • Estates Coordinator

    3 weeks ago

    Exeter, Devon, United Kingdom South Western Ambulance Service NHS Foundation Trust Full time

    About the RoleWe are seeking an experienced and motivated administrator to join our Helpdesk Team at South Western Ambulance Service NHS Foundation Trust. As an Estates Coordinator, you will provide administrative and secretarial support to the Estates function, ensuring that all Estates-related documentation and correspondence are dealt with...

  • Estate Management Professional

    2 weeks ago

    Exeter, Devon, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a leading Devon-based firm of chartered accountants, renowned for their exceptional reputation and standing as one of the region's leading providers of accounting, tax, and advisory services to a diverse range of clients.Job DescriptionAs a Trusts, Estates, and Probate Manager based in our Exeter...

  • Estates Coordinator

    2 weeks ago

    Exeter, Devon, United Kingdom South Western Ambulance Service NHS Foundation Trust Full time

    About the RoleWe are seeking an experienced and motivated administrator to join our Helpdesk Team at South Western Ambulance Service NHS Trust. The successful candidate will provide administrative and secretarial support to the Estates function, ensuring that all Estates-related documentation and correspondence are dealt with effectively according to agreed...

  • Residential Lodge Manager

    1 month ago

    Exeter, Devon, United Kingdom Churchill Estates Management Ltd Full time

    About the RoleChurchill Estates Management Ltd is seeking an experienced and customer-focused Residential Lodge Manager to join our team. As a key member of our management team, you will be responsible for providing exceptional customer service to our residents, ensuring their needs are met, and exceeding their expectations.The successful candidate will have...

  • Residential Lodge Manager

    1 month ago

    Exeter, Devon, United Kingdom Churchill Estates Management Ltd Full time

    About the RoleChurchill Estates Management Ltd is seeking an experienced and customer-focused Residential Lodge Manager to join our team. As a key member of our management team, you will be responsible for providing exceptional customer service to our residents, ensuring their needs are met, and exceeding their expectations.The successful candidate will have...

Trusts and Estates Manager

2 months ago

Exeter, Devon, United Kingdom Michael Page Finance Full time
Trusts, Estates and Probate Manager

We are seeking a highly skilled Trusts, Estates and Probate Manager to join our team at Michael Page Finance. As a key member of our team, you will be responsible for the management and delivery of probate services to clients, including inheritance tax advice, estate accounts, and wider tax compliance.

About the Role

This is an exciting opportunity to join a leading Devon-based firm of chartered accountants, with a strong reputation for providing accounting, tax, and advisory services to a wide range of clients. As a Trusts, Estates and Probate Manager, you will work closely with partners to provide a high-quality service to clients, with a focus on empathy and relationship-building.

Key Responsibilities
  • Manage and deliver probate services to clients, including IHT accounts, tax returns, and billings
  • Provide inheritance tax advice and calculate IHT
  • Prepare estate accounts and manage reporting functions
  • Work closely with partners to develop and lead the probate services line
Requirements

We are looking for a highly experienced Trusts, Estates and Probate Manager with a background in accountancy practice or a similar legal firm services background. You will have a strong understanding of tax qualifications, including ATT or CTA, and/or STEP qualifications. This is an excellent opportunity to develop and lead a service line within a growing and highly successful firm of chartered accountants.

What We Offer

We offer a highly attractive and competitive salary range, negotiable and dependent on background and experience. If you are a motivated and experienced Trusts, Estates and Probate Manager looking for a new challenge, please apply online or contact Mark Bailey for a confidential discussion.