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Trust manager, trusts tax manager, personal tax manager, private client manager

Truro
TN United Kingdom
Client manager
€60,000 - €80,000 a year
Posted: 8 May
Offer description

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Trust Manager, Trusts Tax Manager, Personal Tax Manager, Private Client Manager, Truro


Client:

Page Personnel


Location:

Truro, United Kingdom


Job Category:

Other


EU work permit required:

Yes


Job Reference:

d920071ed6d1


Job Views:

3


Posted:

05.05.2025


Expiry Date:

19.06.2025


Job Description:

* Trust Tax Manager to join a leading Truro firm with progression opportunities.
* Handle complex compliance tasks and increase involvement in planning and advisory work.


About Our Client

Based in Truro, the firm has an excellent reputation for acting on behalf of private clients in the UK and overseas, including HNWIs, Trusts, Directors, and other individuals. While providing quality compliance services, the firm also focuses on advisory, tax planning, and business advice. The right professional will play a key role advising a diverse client base with opportunities for progression and development. The firm offers hybrid working, flexible hours, and competitive benefits.


Job Description

As Trust Tax Manager, based in the firm's Truro office, you will manage a diverse portfolio of trust cases and HNWIs. You will advise on tax planning projects related to inheritance tax, CGT, and other advisory work. This role offers an excellent opportunity for a tax professional seeking to develop a pivotal role in private client and trust tax.


The Successful Applicant

You will be CTA / STEP and/or ATT/ACA/ACCA qualified with experience in personal/trust tax within an accountancy practice or a specialist tax firm. Your background may include experience in Top Tier, Top Ten, regional firms, or specialist tax practices, focusing on compliance and tax planning. This opportunity is ideal for Trust Tax Managers or Assistant Managers seeking career growth and development.


What's on Offer

Highly competitive salary and attractive benefits package. To apply, please submit your application online. For a confidential discussion, contact Mark Bailey at 01179 271452.

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