Tax and Estate Management Specialist

1 day ago


Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

About the Opportunity

We are seeking an experienced tax professional to join our private client team as a Trust and Estate Manager. As a key member of our team, you will be responsible for managing a compliance portfolio involving high net-worth individuals, trusts, and estates.

Job Description:

  1. Manage a portfolio of trust and estate clients, providing expert tax advice and ensuring compliance with relevant regulations.
  2. Develop and maintain relationships with clients, identifying opportunities to drive business growth and deliver exceptional customer service.
  3. Collaborate with colleagues across the firm to ensure seamless delivery of services and share best practices.

Firm Benefits:

  • A competitive salary range of £80,000 - £110,000 per annum, depending on experience.
  • A comprehensive benefits package, including pension scheme, health insurance, and flexible working arrangements.
  • Ongoing professional development and training opportunities to enhance your skills and career prospects.

Expected Salary Range: £80,000 - £110,000 per annum.



  • Exeter, Devon, United Kingdom Michelmores Full time

    About MichelmoresMichelmores is a leading law firm that helps enterprises and individuals navigate change to find a positive future.Job SummaryWe are seeking a highly skilled Tax and Estate Manager to join our team. As a key member of the financial services department, you will be responsible for managing complex tax and estate planning...


  • Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Job Title: Trust and Estate Services ManagerCompany Overview: Our client is a top-ranked mid-tier firm providing exceptional opportunities for professionals to grow their careers.Salary: £60,000 - £80,000 per annum, depending on experience.Job Description:We are seeking a skilled Trust and Estate Services Manager to join our private client tax team. As a...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Based in Exeter, we are looking for a Tax Specialist Manager to join our team at a highly reputable firm.This is an excellent opportunity for a CTA Personal Tax professional seeking career advancement with a great work-life balance.The role involves managing a diverse portfolio of HNWIs, Trusts & Estates, and business owners, providing tax planning,...


  • Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Private Client Tax Expert Job Description:We are seeking a highly skilled Private Client Tax Expert to join our private client tax team. As a key member of the team, you will be responsible for managing a compliance portfolio predominantly involving high net worth individuals (HNWI), trusts, and estates. Your primary role will be to effectively communicate...

  • Tax Professional Lead

    3 weeks ago


    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Job Overview:The Private Client Trust and Tax Manager role at Creative Tax Recruitment offers a unique opportunity to make a significant impact on the strategic direction and development of trust and estate services.This is an excellent chance for you to work with high net-worth clients and professional advisors in a client-facing capacity, while driving the...


  • 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...

  • HNWI Tax Specialist

    3 weeks ago


    Exeter, Devon, United Kingdom Taylor Rose Recruitment Full time

    We are looking for a highly skilled HNWI Tax Specialist to join our team in Exeter. As a Senior Tax Planning Manager, you will work with a diverse range of clients, including HNWIs, Trusts & Estates, and business owners, providing tax planning, compliance, and advisory services. A salary of £65,000 - £85,000 per annum, plus a range of benefits, including...


  • Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    About the RoleAs a key member of our private client tax team, you will play a crucial role in shaping the strategic direction and development of trust and estate services for high net-worth individuals.This exciting opportunity allows you to directly impact the growth and success of our clients, while also driving process improvements within the team.Key...


  • Exeter, Devon, United Kingdom Clark Wood - Tax Recruitment Full time

    About the RoleWe are recruiting for a Personal Tax Specialist to work with a highly respected firm of accountants in Exeter. As a key member of the team, you will be responsible for preparing and reviewing personal tax computations and returns.Responsibilities:Preparing personal tax computations and returns.Reviewing tax computations prepared by accounts...

  • Tax Director

    3 hours ago


    Exeter, Devon, United Kingdom Pro-Tax Full time

    Job SummaryWe are seeking a highly skilled Tax Director to join our Pro-Tax team in Somerset and Devon. As a key member of our Corporate Tax department, you will be responsible for delivering expert tax services to a wide-ranging client base.About the RoleThis is an excellent opportunity for a high-performing Corporate Tax Senior or Manager looking to take...


  • Exeter, Devon, United Kingdom Legal Southwest Full time

    We are seeking an experienced Estate Planning Specialist to join our team at Legal Southwest in Devon. As a Private Client Solicitor, you will have a genuine specialist background across the normal range of Estate Planning and wills (including Inheritance Tax mitigation and the use of trusts), Estate Administration, advising on trusts, Elderly Client...


  • Exeter, Devon, United Kingdom Legal Southwest Full time

    Are you an experienced professional seeking a challenging role in estate management? We are looking for a skilled Full Time Probate and Trust and Estates Manager to join our team at a reputable Accountancy firm based in Exeter.The successful candidate will work closely with Personal Representatives to gather information regarding the assets and liabilities...

  • Tax Planning Expert

    3 weeks ago


    Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    **Job Title:** Private Client Tax ManagerTax specialists at Taylor Rose Recruitment have been instructed to find a highly skilled Private Client Tax Manager or Senior Manager opportunity for our client, a reputable firm in the UK.This role is perfect for a CTA Personal Tax professional looking to take the next step in their career with an excellent work-life...

  • HNWI Tax Manager

    2 weeks ago


    Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Taylor Rose Recruitment Ltd is seeking a highly skilled Private Client Tax Manager to join their team in Exeter. This is an excellent opportunity for a CTA Personal Tax professional to take the next step in their career and work with a diverse portfolio of high net worth individuals (HNWIs), trusts and estates, and business owners.You will be responsible for...

  • HNWI Trust Manager

    4 weeks ago


    Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    About the Role:We are seeking an experienced Tax Professional Lead to join our team at Creative Tax Recruitment. As the Private Client Trust and Tax Manager, you will play a crucial role in managing a compliance portfolio, serving as the main point of contact for clients, and driving the delivery of one-off advisory and compliance assignments.Key...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Private Client Tax Manager OpportunityTaylor Rose Recruitment Ltd are delighted to instruct on a Private Client Tax Manager or Senior Manager opportunity for our reputable client in Exeter. This position is ideal for a CTA Personal Tax professional seeking the next step up in their career, with a focus on flexibility and an excellent work/life balance.This...

  • Corporate Tax Lead

    23 hours ago


    Exeter, Devon, United Kingdom Pro-Tax Full time

    Corporate Tax OpportunityWe are recruiting for a Senior Tax Manager to join our successful Tax team in Somerset and Devon. This is an exciting opportunity for a motivated individual to take on a challenging role and make a significant contribution to the growth of our department.About the JobYou will be responsible for delivering a full range of tax...


  • Exeter, Devon, United Kingdom Chadwick Nott Full time

    Company OverviewChadwick Nott is a reputable law firm based in Exeter, seeking an experienced Tax Specialist to join their corporate advisory team.SalaryThe successful candidate can expect a competitive salary of £72,500, reflecting the firm's commitment to rewarding talent and expertise.Job DescriptionThe ideal candidate will provide tax advice on income...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Job Description: Taylor Rose Recruitment has been instructed on behalf of our client, a well-established firm in Exeter, to find a Senior Manager for their Private Client Tax department. The successful candidate will be responsible for managing a portfolio of private client tax cases, including HNWIs, Trusts & Estates, and business owners. A key focus will...


  • Exeter, Devon, United Kingdom Legal Southwest Full time

    About the RoleWe are seeking an experienced Private Client Solicitor / Legal Executive to join our team at Legal Southwest. The ideal candidate will have a genuine specialist background in Estate Planning and wills, including Inheritance Tax mitigation and the use of trusts.Key responsibilities include:Estate AdministrationAdvising on trusts'Elderly Client...