Role details

Head of Tax and Trusts

Somerset   •   £50,000 - £75,000   •  Permanent

Bullet points

  • Tax professional required to head up a Somerset firm's tax and trusts offering.
  • Pivotal role in this growing, leading firm of charetered accountants.

About Our Client

This market leading, growth focused and expanding firm of chartered accountants, has developed a very strong reputation across the region and further afield, with a strength on delivering tax services to wide ranging private clients, trusts, landed estates and rural related clients. As a key addition to the firm, with development and growth plans in place, very good career prospects are on offer for. The right individual may have a background either within the accounting profession, or could be looking and interested to transfer their skills, from the legal profession. With a number of office locations in Somerset, the location of the role is workable from a number of these across the county and therefore commutable for candidates based from Bristol, down to Devon and across to Dorset and Wiltshire, more details can be explored on confidential discussion and application.

Job Description

Joining as Head of Tax and Trusts, based from one of the firms offices in Somerset you will be take a lead, high level role, mouldable around the background and level of the right person, managing the firms trust team, motivating the team, supporting their professional and personal development. You will also support the wider tax team, with their planning and advisory project work, fostering and maintaining a strong relationship between the Trust Team and other teams. On the client side, you will work closely with clients, undertaking a range of project work across areas such as, legal and tax review of trust deeds, utilising your knowledge of the major taxes for trusts (IT, CGT, IHT). You will review self-assessment tax returns and inheritance tax returns and undertake significant tax planning advice for trust clients, in a client facing capacity, building relationships and looking to grow your client base, with involvement in the marketing and business development activity, preparing presentations, writing articles and furthering the development of this department. You will progress, as a key addition to this expanding and growth focused area in the firm, carving a long term career.

The Successful Applicant

The successful candidate for this Head of Tax and Trusts role is likely to be any of ACA, CTA, STEP qualified and operating at either Senior Manager, Associate Director, or Director levels, as the position will be moulded around the right person. You will have a strong career background delivering services to a Trust focused client base, or varied private client professional, with experience of trusts and looking to further your career in this field. Your career may have been forged with an accountancy practice environment, or you may have developed your career within the legal profession and interested to transfer your skills and background into a leading firm of chartered accountants.

What's on Offer

Circa £50,000 - £75,000 guidelines on salary, negotiable around the experience and background of the successful individual, plus benefits.

Apply for this job

Click the Apply or LinkedIn button below or contact Mark Bailey on +44 1793 486 785 quoting job reference 13769018
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