Personal Tax and Trust Assistant / Senior

Exeter Permanent £26,000 - £38,000 per year
  • Personal Tax Assistant/Senior to join a successful Exeter firm.
  • Support, training, skill development and progression on offer in a growing firm.

About Our Client

A highly regarded and expanding professional services firm, based in Exeter. The firm has developed a strong reputation and standing across the region. The firms private client and trust department has experienced significant growth, acting for wide ranging HNWIs and trusts. Trust clients are varied relating to investments, property portfolios and other wide range of trust client and the firm has a growing private client offering servicing a range of individuals, directors and other clients. The business is planning for the future growth of the department with a key addition, offering technical skill development, progression and chance to carve a career path. Joining as Personal Tax and Trust Assistant / Senior based in the Newton Abbot offices you will undertake a compliance and planning role dealing with personal Tax Returns, Estate and Trust Tax Returns, with involvement with Estate and Trust Accounts and increasing involvement in Tax Planning as well, as you develop within this business.

Job Description

You will be responsible for preparing Personal, Trust and Estates Tax Returns and Trust Accounts based in Exeter and delivering a quality compliance service, taking on a portfolio of Tax and Trust administration cases, preparing and submitting annual self-assessment tax returns and computations, preparing documents and performance figures for annual Trustees meetings. You will collate and maintain client information, corresponding and dealing with client enquiries in relation to their personal tax issues and liabilities, ensuring any un-resolved issues are referred to the department manager; including the initial handling/ identification of both tax planning and tax investigation issues, with potential for involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills.

Additionally you will be responsible for preparing all additional forms relating to investments and draft letters in response to all queries relating to your client of portfolios. You will maintain direct contact with clients, HMRC, and investment brokers in the delivery of an excellent client service.

The firm and role provides a superb opportunity to further your career in tax.

The Successful Applicant

For this Personal Tax and Trust Assistant / Senior role you may be ATT / CTA or TEP qualified, qualified by experience, or studying for these qualifications and will have a background in an accountancy firm, or specialist tax firm in a tax role, with several years experience focused in the sector with a strength in personal tax and ideally any Trust Administration would be beneficial, or you will have a good level of experience in personal tax, looking to further your experience on this side and develop the skills on Trust accounts and administration, demonstrating an interest on this specialism.

What's on Offer

Circa £26,000 - £38,000 dependent on the background and experience of the right professional, plus benefits, negotiable.

Mark Bailey
Quote job ref
Phone number
+44 1179 271452

Job summary

Job function
Tax Practice
Business Services
Contract type
Consultant name
Mark Bailey
Consultant phone
+44 1179 271452
Job reference