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For Companies At a Glance
- Tasks: Manage trusts and estates, liaising with clients and preparing tax returns.
- Company: Join a respected firm known for advising high net worth individuals.
- Benefits: Career progression, supportive team culture, and exposure to high-quality work.
- Other info: Ideal for those seeking growth in a dynamic professional setting.
- Why this job: Make a real impact in a rewarding role within a collaborative environment.
- Qualifications: Experience in trust administration and strong organisational skills.
The predicted salary is between 45000 - 60000 £ per year.
An excellent opportunity has arisen for a Trust and Tax Manager to join a highly regarded and nationally recognised Private Client team based in Cheltenham. This is a varied and rewarding role within a growing firm known for advising high net worth individuals, owner managed businesses and families on complex private wealth matters. The successful candidate will join an established Trust and Tax team and play a key role in the management and administration of trusts and estates, working closely with trustees, beneficiaries and other professional advisers.
The Role Responsibilities
- Managing the day to day administration of trusts
- Liaising with trustees, beneficiaries and professional advisers
- Preparing annual trust accounts, tax returns and R185s
- Preparing inheritance tax returns where required
- Preparing estate accounts and dealing with estate income tax reporting
- Handling Trust Registration Service registrations
- Preparing Capital Gains Tax returns relating to residential property sales
This position offers exposure to a broad and high quality workload within a collaborative and supportive environment.
About You
Applications are welcomed from candidates with previous experience gained within a law firm, accountancy practice, trust company or similar professional environment. You will ideally have:
- Experience in the administration of trusts and estates
- Knowledge of trust and estate taxation
- Strong organisational and client management skills
- The ability to manage a varied caseload independently
- Excellent attention to detail and communication skills
- Experience dealing with trusts and estates holding property, family company shares and quoted investments would be advantageous.
This is an excellent opportunity to join a respected and ambitious firm offering high quality work, career progression and a supportive team culture.
For a confidential discussion or to apply, please contact Karen at TSR Legal on 02920 388100 or karen@tsrlegal.co.uk or apply directly.
New! Tax and Trusts Manager in Cheltenham employer: TSR Legal
Contact Detail:
TSR Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New! Tax and Trusts Manager in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Tax and Trusts Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trust and estate taxation. Be ready to discuss your previous experience managing trusts and estates, as well as how you handle complex cases. Confidence is key, so practice makes perfect!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings that suit your skills and interests. Tailor your approach to each firm to show them why you’re the perfect fit!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight why you’d be a great addition to their team.
We think you need these skills to ace New! Tax and Trusts Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in trust and estate management, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Trust and Tax Manager role. Mention specific experiences that relate to managing trusts and liaising with clients, and show us your passion for the field.
Showcase Relevant Experience: When filling out your application, be sure to include any relevant experience you've gained in law firms or accountancy practices. We want to see how your background aligns with the responsibilities of the role, especially in tax returns and estate management.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on this fantastic opportunity to join our team!
How to prepare for a job interview at TSR Legal
✨Know Your Stuff
Make sure you brush up on your knowledge of trust and estate taxation. Familiarise yourself with the specifics of managing trusts, preparing tax returns, and handling estate accounts. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in a law firm or accountancy practice. Think of specific examples where you've successfully managed a varied caseload or dealt with complex private wealth matters. This will help you stand out as a candidate who can hit the ground running.
✨Ask Insightful Questions
Come prepared with questions that show your understanding of the role and the firm. Inquire about the team dynamics, the types of clients they work with, or how they support professional development. This shows you're not just interested in the job, but also in the company culture.
✨Demonstrate Attention to Detail
Since this role requires excellent attention to detail, be ready to discuss how you ensure accuracy in your work. You might want to share examples of how you've handled complex documentation or managed compliance issues in the past. This will reinforce your suitability for the position.