Job Description
Trust Accounts Assistant Manager – Exeter
Exeter, Devon
Hybrid & Flexible Working
Competitive Salary + Benefits
We are recruiting a Trust Accounts Assistant Manager 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 or Assistant Manager to join a specialist team working with trusts, landed estates, farming families, agricultural businesses, and rural entrepreneurs.
The role offers an excellent mix of accounts, tax compliance, and advisory work, with genuine opportunities for career progression.
The Role
As a Trust Accounts Assistant Manager, you will oversee the delivery of accounting and tax services to a varied portfolio of trusts and private clients.
Your responsibilities will include:
- Overseeing the preparation and completion of annual trust accounts and tax returns
- Reviewing personal tax returns and preparing more complex returns
- Preparing and reviewing 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 financial information to support client decision-making
- Identifying tax planning and advisory opportunities
- Drafting client correspondence and liaising with HMRC
- Supporting clients with inheritance tax and capital gains tax matters
- Attending client meetings and developing strong client relationships
- Supporting junior team members and reviewing their work
- Contributing to networking and business development activities
About You
You'll have:
- ACA or ACCA qualified, finalist, AAT qualified, or equivalent experience
- Strong experience within a UK accountancy practice
- Good technical knowledge of trust accounts and tax compliance
- Experience reviewing accounts and tax returns
- Knowledge of personal, trust, and capital taxes
- Strong attention to detail and a methodical approach
- Excellent communication and client relationship skills
- Good organisational and time management abilities
- Strong Excel and general IT skills
- The ability to work independently and take ownership of client work
Experience with trusts, landed estates, agricultural businesses, farming families, 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
- Broad mix of accounts, tax, and advisory work
- Client-facing responsibility
- Leadership and mentoring opportunities
- Ongoing professional development
- Clear career progression
- Supportive and collaborative working environment
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:
Trust Accounts Assistant Manager - Exeter employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
