Full job descriptionTrust 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: