Tax & Trust Manager

Chadwick Nott; Cheltenham; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

28 days holiday plus bank holidays

Pension scheme

Private healthcare

EV scheme

Cycle-to-work scheme

Gym contribution

Wellbeing perks

Job summary

A leading law firm in Cheltenham seeks a skilled Tax & Trust Manager to join their Private Client team. The role involves managing trust administration, preparing tax and estate accounts, and working with high-net-worth individuals. Candidates should have experience in trusts/tax preferably in a law firm, along with strong organisational skills. Competitive salary and attractive benefits package offered, including hybrid working and additional perks.

Qualifications

• Previous experience in trusts/tax, ideally within a law firm or accountancy practice.
• Knowledge of estates holding property or family company shares.
• Strong attention to detail and excellent client care.

Responsibilities

• Manage day-to-day trust administration with stakeholders.
• Prepare annual trust accounts and tax returns.
• Handle estate income tax reporting and CGT returns.

Skills

Trust administration

Tax reporting

Organisational skills

Client care

Job description

Tax & Trust Manager

Location: Cheltenham

Top 100 law firm are looking for a skilled Tax & Trust Manager to join a thriving Private Client team. This role offers a varied workload supporting high-net-worth individuals, family businesses, and estates.

What you’ll do:

• Manage day-to-day trust administration, liaising with trustees, beneficiaries, and advisors
• Prepare annual trust accounts, tax returns, R185s, and inheritance tax returns
• Handle estate accounts and estate income tax reporting
• Manage TRS registrations and CGT returns on property sales

About you:

• Previous experience in trusts/tax, ideally within a law firm, accountancy practice, or trust company
• Knowledge of estates holding property, family company shares, or quoted investments is an advantage
• Strong organisational skills, attention to detail, and excellent client care

What’s on offer:

• Competitive salary and bonus scheme
• 28 days holiday plus bank holidays
• Pension scheme and life assurance
• Hybrid working and private healthcare
• EV scheme, cycle-to-work, gym contribution, and wellbeing perks

This is a fantastic opportunity to join a supportive, forward-thinking team where you’ll gain responsibility early, work on interesting matters, and enjoy a competitive salary and attractive benefits package.

For more information about this role please contact Hannah Somers at Chadwick Nott. (t) 0117 917 1929
(m) 07435 943574
(e) [e-mail]

At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.