Trust and Tax Manager - Cheltenham - Experienced

Chadwick Nott; Cheltenham; On-site; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Scottish Widows Pension Scheme

Bonus scheme

Electric vehicle scheme

28 days annual leave plus public holidays

Cycle to Work scheme

Life Assurance

1/3 gym membership contribution

Private healthcare insurance

Job summary

A renowned legal services firm in Cheltenham is seeking a Trust and Tax Manager to manage trusts, prepare financial documentation, and liaise with high net worth clients. This role requires strong technical knowledge of trust and tax administration. Ideal candidates will have experience in solicitors' firms or similar environments and possess excellent communication skills. The position offers a competitive salary and benefits including a pension scheme and private healthcare.

Qualifications

• Previous experience in a solicitors' firm, accountants' firm, trust company, or equivalent environment.
• Familiarity with high net worth individuals and complex matters.
• Ability to manage documentation and communications effectively.

Responsibilities

• Administer trusts and liaise with relevant parties.
• Prepare trust accounts and tax returns.
• Handle registration and reporting for estates.

Skills

Trust and tax administration knowledge

Strong technical skills

Excellent communication skills

Attention to detail

Organizational skills

Proactive approach

Job description

Trust and Tax Manager - Cheltenham - Experienced

Location: Cheltenham

Type of Role: Permanent, Full-time (with hybrid flexibility)

Salary: £65,000 to £85,000

A respected and nationally recognised Private Client team is seeking a Trust and Tax Manager to join its Cheltenham office. This is an excellent opportunity to work with high net worth individuals, owner-managed businesses, and large clients, offering a broad and varied workload within a supportive and growing environment.

The Role

• Day-to-day administration of trusts, liaising with trustees, beneficiaries, and professional advisors
• Preparing annual trust accounts, tax returns, R185s, and inheritance tax returns
• Preparing estate accounts and managing estate income tax reporting
• Handling TRS registration and CGT returns on residential property sales

Candidate Requirements

• Previous experience in a solicitors' firm, accountants' firm, trust company, or equivalent environment
• Knowledge of trust and tax administration, ideally including estates holding property, family company shares, and quoted investments
• Strong technical and organisational skills
• Excellent communication and interpersonal abilities
• High attention to detail and accuracy
• A proactive and motivated approach to managing complex matters

Benefits

• Scottish Widows Pension Scheme
• Bonus scheme
• Electric vehicle scheme
• 28 days annual leave (plus public holidays)
• Happy People / Perks at Work benefits portal
• Cycle to Work scheme
• Life Assurance
• 1/3 gym membership contribution
• Flu vaccinations
• Private healthcare insurance

How to Apply

If this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact:

Email: [e-mail]

Phone: [phone]

The firm is an equal opportunities employer and welcomes applications from all qualified candidates. Adjustments to the recruitment process can be made to support individual needs.

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.