At a Glance
- Tasks: Manage trust and tax matters for high net worth clients in a supportive environment.
- Company: Respected Private Client team in Cheltenham with a focus on diversity.
- Benefits: Competitive salary, pension scheme, bonus, private healthcare, and gym contributions.
- Other info: Flexible hybrid working and excellent career development opportunities.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in trust and tax administration with strong communication skills.
The predicted salary is between 65000 - 85000 £ per year.
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
- You'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 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
- This role is suited to an experienced professional with:
- 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
- The firm offers:
- 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: 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.
Tax Director (Permanent) in Cheltenham employer: Chadwick Nott
As a leading international law firm based in Bristol, we pride ourselves on offering an exceptional work environment that fosters collaboration and innovation. Our Associate Directors in Financial Services Regulation benefit from exposure to high-quality, complex international work, alongside opportunities for career progression within a supportive team. With a commitment to diversity and inclusion, we ensure that all employees are valued and empowered to thrive in their roles.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Director (Permanent) in Cheltenham
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Chadwick Nott, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Director (Permanent) in Cheltenham
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Chadwick Nott's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Chadwick Nott. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Chadwick Nott!
How to prepare for a job interview at Chadwick Nott
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Chadwick Nott.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Chadwick Nott. It helps to show our commitment!
