Trust and Tax Manager – Cheltenham – Experienced

Overview

In this role, you will manage a broad range of trust and tax matters for high net worth clients, working within a supportive private client team. You will liaise with trustees, beneficiaries, and advisors while ensuring accurate administration and reporting. You will handle estate and trust accounts, tax returns, and regulatory submissions, contributing to a growing, client-focused firm. This is an opportunity to shape complex trusts and estates work within a respected practice.

Pay / Benefits

• Scottish Widows Pension Scheme
• Bonus scheme
• Electric vehicle scheme
• 28 days annual leave
• Cycle to Work scheme
• Life Assurance

Responsibilities

• Day-to-day administration of trusts and liaison with trustees, beneficiaries, and 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

Key requirements

• Experience in a solicitors’ firm, accountants’ firm, trust company, or equivalent environment
• Knowledge of trust and tax administration, including estates with property, family company shares, and quoted investments
• Strong technical and organisational skills
• Excellent communication and interpersonal abilities
• High attention to detail and accuracy
• Proactive and motivated approach to managing complex matters

• Excellent communication
• Interpersonal abilities
• Attention to detail
• Trust and tax administration
• Estates handling and property, family company shares, quoted investments
• Preparation of tax returns and regulatory returns (R185, TRS, CGT)

…