personal trust officer jobs in Devon

You will work collaboratively within multidisciplinary settings. This Health Practitioner / SEND Trusted Assessor role offers flexible, part-time working with a hybrid model, allowing a balance of home, community and office-based work while making a meaningful impact for children and families.

You will already have had some experience of general commercial litigation/dispute resolution and ideally experience of contested probate, wills and trusts.

You will be a team player and a keen business developer as this role offers a genuine opportunity to expand the business and your career.

You will have experience of: - Writing successful funding applications or proposals, ideally in the voluntary or public sector, securing four- and five-figure gifts from trusts, foundations, or statutory sources. - Managing a fundraising pipeline or prospect list, from initial research through to application and stewardship, using a CRM system such as Salesforce to track progress and outcomes

Associate / Senior Associate – Private Client – 4+ PQEThe RoleTSR Legal are delighted to be partnering with a leading law firm based in Exeter as the firm continue to grow the Private Client team. Our client is seeking an Associate or Senior Associate to join the Exeter office. This is an excellent opportunity to work within a well-established and expanding practice, advising a diverse client...

You will be responsible for preparing Personal, Trust and Estate Tax Returns and Trust year‐end accounts, delivering a quality compliance service.

You will maintain direct contact with clients, HMRC and investment brokers to deliver excellent client service. Potential for involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills.

A leading accountancy practice in Plymouth is seeking a Personal Tax Senior to manage a portfolio of personal tax clients including HNWIs and company directors. This role involves preparation of personal tax computations, compliance work, and providing tax planning advice. The ideal candidate will be ATT qualified or studying towards CTA, with strong experience in Personal Tax. Join a...

You will have opportunity to manage clients, wider team and help grow and develop this firms private client services offering, with a clear path to progress in your career.

You will take a client fronting role overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT etc.

You will have a clear set of KPI’s and will manage your own diary to ensure you achieve these.

You will support the team manager with day to day operational management of a busy and diverse team.

You will support a caseload of service users that may have been previously released from prison, on a suspended sentence or on community orders.

You will support staff with day to day management as needed by the TM with professionalism, integrity and confidentiality.

You will work closely with a range of property professionals, including the Residential Portfolio Manager, Senior Estate Manager, other Lettings Officers, Building Supervisors and Building Surveyors, to help manage our residential portfolio.

You will report to the Residential Portfolio Manager and be part of a supportive team responsible for managing our Let Estate in the South West.

UP TO £26,500 DOE | OFFICE BASED | EXETER An established professional services organisation with a strong presence in the South West is seeking to expand its support team. Known for its collaborative culture and commitment to developing early-career professionals, the business offers a supportive and well-structured working environment within a client-focused setting. The Role: This is an...

You will work collaboratively within multidisciplinary settings. This Health Practitioner / SEND Trusted Assessor role offers flexible, part-time working with a hybrid model, allowing a balance of home, community and office-based work while making a meaningful impact for children and families.

Overview A professional services firm in Newton Abbot is seeking a Personal Tax and Trust Senior to join their team. The role involves Personal Tax compliance, Estate and Trust tax returns, and year end trust accounts, with increasing involvement in tax planning and advisory work as you progress within the growing private client and trusts department. Responsibilities Prepare Personal, Trust and...

You will have opportunity to manage clients, wider team and help grow and develop this firms private client services offering, with a clear path to progress in your career.

You will take a client fronting role overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT etc.

A growing professional services firm in Exeter is seeking a Personal Tax and Trust Senior to provide tax compliance, estate and trust tax return services. Candidates should have a strong background in personal tax and could be ATT, CTA or TEP qualified. The role offers competitive salaries (£35,000 – £45,000) along with flexible working options and the potential for involvement in tax planning...

You will be looking to grow and develop the firms private client offering and department and take a lead role in this.

You will take a client fronting role overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT etc.

You will lead and influence your team and look to drive the development of the private client tax services in this leading firm.

You will take a client fronting role, overseeing the provision of advisory services across a wide spectrum of personal tax issues, including IHT, CGT, and more.

You will manage a wider team, play a key role in their development, and help grow and develop the firm's personal tax service lines.

You will deliver personal tax advisory services to diverse clients and oversee issues related to trusts and estates. Ideal candidates will have a relevant ACA/ACCA/ATT/CTA/STEP qualification and experience managing personal tax services. This role offers a competitive salary between £70,000 – £100,000 and a clear path for professional growth in a reputable firm.

You will have the opportunity to lead the compliance team and develop the private client tax advisory function, with a clear path to progression in your career.

You will manage clients, a wider team, and help grow and develop the firm's private client services offering, with a clear path to progress in your career.

You will join the firm as a Personal Tax Senior Manager / Director, delivering personal tax and advisory services to a broad client base including directors of owner‐managed businesses, property clients, HNWI's, trusts and landed estates.