Tax & Trust Manager
Location: Cheltenham
Top 100 law firm are looking for a skilled Tax & Trust Manager to join a thriving Private Client team. This role offers a varied workload supporting high-net-worth individuals, family businesses, and estates.
What you’ll do:
- Manage day-to-day trust administration, liaising with trustees, beneficiaries, and advisors
- Prepare annual trust accounts, tax returns, R185s, and inheritance tax returns
- Handle estate accounts and estate income tax reporting
- Manage TRS registrations and CGT returns on property sales
About you:
- Previous experience in trusts/tax, ideally within a law firm, accountancy practice, or trust company
- Knowledge of estates holding property, family company shares, or quoted investments is an advantage
- Strong organisational skills, attention to detail, and excellent client care
What’s on offer:
- Competitive salary and bonus scheme
- 28 days holiday plus bank holidays
- Pension scheme and life assurance
- Hybrid working and private healthcare
- EV scheme, cycle-to-work, gym contribution, and wellbeing perks
This is a fantastic opportunity to join a supportive, forward-thinking team where you’ll gain responsibility early, work on interesting matters, and enjoy a competitive salary and attractive benefits package.
*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.*
Job Tenure: Permanent and Full-Time
Salary: Negotiable
Location: Cheltenham, Gloucestershire
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Tax & Trust Manager – Cheltenham employer: Ruth Wagstaff Recruitment Ltd
Chadwick Nott offers an exceptional opportunity for self-employed Private Client Lawyers in Bath, providing a supportive environment that values autonomy and client care. With a focus on professional growth, you will have the chance to manage your own caseload while benefiting from a fee-share earnings model, all within a traditional high street firm known for its commitment to excellence and community engagement.
Contact Details:
Ruth Wagstaff Recruitment Ltd Recruitment Team
