Trust and Tax Manager - Cheltenham - Experienced

ScreenedHybridFull Time
Cheltenham
£65,000 - £85,000/annum
Posted 3 days ago
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About the role

Reference: ORJ921956845_1792156388Trust and Tax Manager - Cheltenham - ExperiencedLocation: CheltenhamType of Role: Permanent, Full-time (with hybrid flexibility)Salary: 65,000 to 85,000A 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 RoleYou'll be responsible for managing a wide range of trust and tax matters, including:Day-to-day administration of trusts, liaising with trustees, beneficiaries, and professional advisorsPreparing annual trust accounts, tax returns, R185s, and inheritance tax returnsPreparing estate accounts and managing estate income tax reportingHandling TRS registration and CGT returns on residential property salesCandidate RequirementsThis role is suited to an experienced professional with:Previous experience in a solicitors' firm, accountants' firm, trust company, or equivalent environmentKnowledge of trust and tax administration, ideally including estates holding property, family company shares, and quoted investmentsStrong technical and organisational skillsExcellent communication and interpersonal abilitiesHigh attention to detail and accuracyA proactive and motivated approach to managing complex mattersBenefitsThe firm offers:Scottish Widows Pension SchemeBonus schemeElectric vehicle scheme28 days annual leave (plus public holidays)Happy People / Perks at Work benefits portalCycle to Work schemeLife Assurance1/3 gym membership contributionFlu vaccinationsPrivate healthcare insuranceHow to ApplyIf this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact:Email: oliviareed@chadwicknott.co.ukPhone: 0117 917 1515 / 07711 799761The 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.*

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