Job Description
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:
Trust Accounts Senior - 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.
