Trust Accounts Senior – Exeter
Exeter, Devon
Hybrid & Flexible Working
Competitive Salary + Benefits
We are recruiting a Trust Accounts Senior on behalf of a highly respected and growing accountancy and business advisory firm in Exeter.
This is an excellent opportunity for an experienced Trust Accounts Senior, Accounts Senior, or Assistant Manager to join a specialist team working with trusts, landed estates, farming families, agricultural businesses, and rural entrepreneurs.
The role offers a strong mix of accounts, tax compliance, and advisory work, with excellent opportunities for career development and progression.
The Role
As a Trust Accounts Senior, you will work closely with clients and senior team members to deliver high-quality accounting, tax, and advisory services.
Your responsibilities will include:
- Preparing and reviewing annual trust accounts and tax returns
- Preparing and reviewing personal tax returns
- Preparing accounts and tax returns for sole traders, partnerships, and companies
- Preparing Inheritance Tax returns and Capital Gains Tax property returns
- Overseeing bookkeeping and management accounting services
- Preparing forecasts and financial projections
- Analysing income and expenditure to support client decision-making
- Identifying financial, commercial, and tax planning opportunities
- Preparing correspondence and liaising with HMRC
- Supporting clients with inheritance tax and capital gains tax matters
- Attending client meetings and developing strong client relationships
- Building knowledge of rural businesses, landed estates, and family wealth structures
- Representing the firm at networking events and industry events
About You
You'll have:
- AAT, ACA, or ACCA qualification, finalist status, or equivalent experience
- Experience working within a UK accountancy practice
- Strong knowledge of trust accounts and tax compliance
- Experience preparing accounts and tax returns
- Good understanding of UK personal and trust taxation
- Strong attention to detail and a methodical approach
- Excellent organisational and time management skills
- Strong Excel and general IT skills
- The ability to work independently and take ownership of your workload
- Excellent communication and client relationship skills
Experience working with trusts, landed estates, agricultural clients, farming businesses, or private clients would be advantageous.
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits package
- Specialist Trusts, Estates, and Rural Business client portfolio
- Combination of accounts, tax, and advisory work
- Excellent training and professional development
- Clear career progression opportunities
- Client-facing responsibility
- Supportive and collaborative team environment
- Opportunities to attend networking and industry events
Location
Exeter, Devon
Easily commutable from Exmouth, Newton Abbot, Crediton, Tiverton, Honiton, Sidmouth, Teignmouth, Torquay, and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood:
