Trust & Tax Manager

Our client, a Top 30 Law Firm, is looking for a skilled Trust and Tax Manager to join our Trusts and Probate team within the Tax, Trusts, and Succession group in Cheltenham.

Location and Environment:

Join us in the scenic Cotswolds, where you\’ll experience the best of both city-level tasks and a supportive office atmosphere. Our Cheltenham office, which houses over 100 staff, provides a strong community feel and connects with other UK and international offices, offering vast opportunities.

Role Description:

This role involves working with private clients and various partners within the Tax, Trusts & Succession group, perfect for those aiming to advance their careers in a well-recognized, collaborative team.

Team Interaction:

Collaborate with teams from Private Property, Tax, Trusts, and Succession across the UK and internationally. We pride ourselves on delivering personalized services and building lasting client relationships.

Key Responsibilities:

• Oversee and manage your own client portfolios.
• Address and resolve tax planning and succession issues.
• Manage relationships with grant-making and applicant charities.
• Prepare and submit trust accounts and tax returns, including inheritance tax returns.
• Calculate trustees liabilities for IHT, CGT, and Income Tax.
• Attend and document trustees meetings.
• Handle payments and distributions from trusts.
• Conduct investment reviews and monitor portfolio performance.
• Interpret and review trust deeds with team input.
• Keep managers and partners informed on progress and assist with billing.
• Manage a substantial and varied workload efficiently.
• Supervise and guide junior team members.
• Comply with all relevant regulatory obligations, including SRA Standards and Regulations.

Ideal Candidate Profile:

• Experience in accounts and trust taxation.
• STEP qualification is an advantage but not required.
• Proficient in computerized accounts and tax software.
• Strong team collaboration and mentoring skills.
• Good judgment and understanding of clients needs.
• Effective time management and problem-solving abilities.
• Self-motivated and proactive.
• Excellent at building rapport with clients.

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