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Tax Director - Personal Tax
Job Posted: 3 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Exeter, Devon
Expire in: 25 days
Job Description
Tax Director - Personal Tax
Hybrid: 2 - 3 days on site
Based in Exeter
Excellent salary + benefits package
Are you an experienced tax professional with a strong background in trusts, inheritance tax planning, and private client work? We're looking for a director to lead a Trust Tax team, delivering exceptional service to a varied and high-profile client base.
This is a senior leadership role where your technical expertise, strategic insight, and client relationship skills will make a real impact. You'll work with high-net-worth individuals, families, and trustees, providing tailored tax solutions and guidance on complex trust structures and succession strategies.
Key responsibilities
Manage a diverse portfolio of trust and high-net-worth clients, ensuring high-quality compliance and advisory services.
Review and sign off trust accounts and technical tax advice.
Advise on inheritance tax, trust structuring, and succession planning.
Lead, mentor, and develop a high-performing team of advisors.
Build strong relationships with trustees, beneficiaries, and professional intermediaries.
Support business growth through client development and marketing initiatives.
Collaborate across the firm to identify opportunities and mitigate risk.
Contribute to the strategic direction and operations of the trust business.
About you
Significant experience in a senior trust tax role.
ATT or CTA qualified (STEP qualification desirable).
Strong leadership and people management skills.
Able to engage confidently with ultra-high-net-worth clients and senior stakeholders.
Organised, commercially minded, and driven to achieve results.
Skilled problem-solver with a proactive approach.
Why join?
You'll be joining a well-established, forward-thinking firm with an excellent reputation and a culture that values flexibility, collaboration, and professional growth. Our client invest in their people, offering the resources and opportunities to help you develop your career while maintaining a healthy work-life balance.
What's on offer
Competitive salary and benefits package.
Pension scheme, life assurance, and income protection.
Private medical insurance and health cash plan.
Option to purchase extra holiday.
Cycle to work scheme and electric vehicle lease scheme.
Discounts on shopping, gyms, and lifestyle services.
Volunteering day to support local causes.
Career development opportunities, including support for further qualifications.
If you're ready to take the lead in a thriving trust tax practice and work with a team that values your expertise, we'd love to hear from you.
50203CH
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