Trust & Tax Manager - Private Client Focus (Hybrid)

Chadwick Nott; Cheltenham; Hybrid; 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

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.