Private Client Trust and Tax Expert

3 days ago


Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

About the Role: We are seeking a highly skilled Private Client Trust and Tax Manager to join our team. The successful candidate will have experience in managing a compliance portfolio predominantly involving HNWI's, trusts and estates.

Main Responsibilities:

  • Manage a compliance portfolio involving high net worth individuals, trusts and estates.
  • Serve as the main point of contact for clients, providing expert advice on tax matters.
  • Drive the delivery of one-off advisory and compliance assignments.
  • Mentor and provide technical training to team members.
  • Implement process improvements to increase efficiency within the team.

What You'll Get:

  • A competitive salary of £60,000 - £80,000 per annum (dependent on experience).
  • A comprehensive benefits package including pension scheme, health insurance and flexible working hours.


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