Trust Senior Advisor

Trust Senior Advisor to join an expanding firm in Exeter
Trusts compliance, tax planning & progression on offer in a growing firm

About Our Client

A highly regarded and expanding professional services firm, based in Exeter. The firm has a successful and growing private client and trust department undergoing 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. The firm provides excellent benefits and competitive salaries, flexitime and flexible working.

Job Description

You will be responsible for managing the delivery and hands on preparing Trust Returns delivering a quality compliance service, taking on a portfolio of Trust administration cases. There will 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 and trusts.

The Successful Applicant

For this Trust Senior Advisor role you may any of ATT / CTA or TEP qualified, qualified by experience, or studying for these qualifications and will have a background in an accountancy or legal firm, or specialist tax firm in a tax role, with several years experience focused in the sector with a strength in personal tax and 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 administration, demonstrating an interest on this specialism..