Trust Tax Manager

Signet Resources; England; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A growing financial firm in Swindon is seeking a Trust Tax Manager to handle compliance and advisory projects. This role offers an opportunity for career growth within a collaborative team. The ideal candidate will possess a CTA qualification and have over 3 years of experience in trust tax. Flexible working arrangements allow for up to 3 days from home, making this a desirable position for qualified professionals.

Benefits

Flexible working arrangements

Team development opportunities

Collaborative culture

Qualifications

• Ideally CTA qualified with 3+ years’ experience in trust tax.
• Confident in communicating with clients.
• Experienced in managing trust accounts and tax compliance.

Responsibilities

• Complete trust accounts and tax returns.
• Analyze deeds and calculate various charges.
• Support new trust setups and bespoke advisory projects.

Skills

Strong technical trust tax knowledge

Client communication

Practical experience

Ability to convey complex information simply

Education

CTA qualification

Job description

Trust Tax Manager

Location : Swindon (Hybrid 2 days in office)

Join a Firm That’s Growing, And Grow With It

We’re partnering with an ambitious, independent firm with a thriving tax division that’s rapidly expanding. With a team of professionals driving a significant percentage of the firm turnover, we’re helping build out something special and you have an opportunity to be part of it.

This is a priority hire to help shape the future of this well established financial practice firms Trust Tax offering.

What You’ll Be Doing

This is a broad spectrum trust tax role with exposure to everything from compliance to bespoke advisory projects. Your portfolio and work load would typically include :

• Trust accounts and tax return completion
• Deed analysis
• Entry / exit / 10-year anniversary charge calculations
• Discretionary and settlor-interested trust work
• New trust setups and family investment company support
• Bespoke, project-based advisory

Why This Role Stands Out

• Progression & Development : You’ll be part of a team that values practical capability and invests in long-term growth.
• Collaborative Culture : They thrive on teamwork and shared expertise.
• Flexible Interviewing : Remote first-round interviews possible, with a visit to the office required for the final stage.
• Hybrid Working : Up to 3 days from home.

Who We’re Looking For

• Ideally CTA qualified with 3+ years’ experience
• Strong technical trust tax knowledge
• Practical, experienced, and confident in client communication
• Able to explain and convey complex information in simple terms to non technical clients