At a Glance
- Tasks: Manage trust and tax matters for high net worth clients in a dynamic environment.
- Company: Respected Private Client team with a supportive and inclusive culture.
- Benefits: Competitive salary, pension scheme, bonus, and 28 days annual leave.
- Other info: Hybrid working model with excellent career development opportunities.
- Why this job: Join a growing team and make a real impact on clients' financial success.
- 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 us. 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, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace.
Tax Manager , Hybrid working 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.
