Trust Senior Advisor – Tax & Advisory Role

About the role

We are seeking a Trust Senior Advisor to join a fast‑growing professional services firm in Exeter. You will deliver high‑quality trust tax compliance and progressively take on advisory and planning work within a dynamic private client department.

Key responsibilities

• Prepare and submit Trust Tax Returns and related compliance documentation.
• Manage a portfolio of trust administration cases, ensuring timely delivery.
• Participate in advisory projects, supporting the development of tax planning solutions.
• Prepare additional investment forms and draft client correspondence.
• Maintain direct contact with clients, HMRC and investment brokers to provide excellent service.

Required profile

• ATT, CTA or TEP qualified, qualified by experience, or currently studying for one of these qualifications.
• Background in an accountancy, legal or specialist tax firm with several years of personal tax experience.
• Experience or strong interest in trust administration and trust tax compliance.
• Demonstrated ability to work independently and develop technical tax expertise.

Required skills

• Trust tax return preparation.
• Trust administration processes.
• Personal tax knowledge.

What we offer

• Competitive salary ranging from £45,000 to £55,000 per annum.
• Flexible working arrangements and flexitime.
• Excellent benefits package.
• Opportunity to develop specialist tax and trust expertise within a growing department.