Tax Compliance Specialist
1 month ago
A leading and highly respected accountancy practice in the UK is seeking an experienced Trust Tax Manager to join their team in Truro.
About the Role
The successful candidate will oversee the delivery of trust and personal tax compliance to trust cases and high-net-worth individuals (HNWIs), with a strong focus on leading the delivery of wide-ranging tax planning and project work across inheritance tax, capital gains tax, and other tax advisory services.
About the Firm
The firm is based in Truro and has an excellent reputation for providing high-quality services to private clients, 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 services. The right professional will have the opportunity to carve a key position advising the firm's clients with career progression and development on offer.
Responsibilities
The Trust Tax Manager will be responsible for managing a wide-ranging portfolio of trust cases and HNWI clients, advising on tax planning project work across inheritance tax, capital gains tax, and other tax advisory services. The role provides an ideal opportunity for an experienced tax professional looking to carve a pivotal role and further their career in private client and trust tax.
Requirements
The successful candidate will be either CTA/STEP and/or ATT/ACA/ACCA qualified and have developed a personal/trust tax career within accountancy practice or a specialist tax firm. Experience will have been developed in a top-tier, top-ten, or regional independent firm background of any size, or a specialist tax firm. The candidate will have a background that has focused on personal tax with a compliance and/or tax planning skill set.
What We Offer
The firm offers a highly competitive salary and attractive benefits package. For a confidential discussion to find out more about this opportunity, please contact Mark Bailey at Michael Page.
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