At a Glance
- Tasks: Manage trusts and estates, liaise with clients and prepare 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 40000 - 50000 £ 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 will include:
- 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! Trust and Tax Manager in Cheltenham employer: TSR Legal
Join a highly regarded firm in Cheltenham that values its employees and fosters a collaborative work culture. As a Trust and Tax Manager, you will benefit from exposure to high-quality work while enjoying ample opportunities for professional growth and development within a supportive team environment. The firm is committed to providing a rewarding career path for those looking to make a meaningful impact in the private client sector.
StudySmarter Expert Advice🤫
We think this is how you could land New! Trust and Tax Manager in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work in trust and tax. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trust and estate taxation. We want you to feel confident discussing your experience and how it relates to managing trusts and estates. Practice common interview questions with a mate!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed varied caseloads independently. This will highlight your ability to handle the day-to-day administration of trusts effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace New! Trust and Tax 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 administration, and don’t forget to showcase your organisational and client management skills!
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 beneficiaries and advisers.
Showcase Your Attention to Detail:Since this role requires excellent attention to detail, make sure your application is free from typos and errors. A polished application shows that you take pride in your work and understand the importance of accuracy in trust and estate matters.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our supportive 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 dealing with estate accounts. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Experience
Be ready to discuss your previous experience in a law firm or accountancy practice. Prepare examples of how you've managed a varied caseload or dealt with complex private wealth matters. This will help the interviewers see how you can fit into their team.
✨Ask Smart Questions
Prepare thoughtful questions about the firm's approach to trust management and client relationships. This shows that you're engaged and serious about the position. Plus, it gives you a chance to assess if the firm’s culture aligns with your values.
✨Demonstrate Attention to Detail
Since this role requires excellent attention to detail, be sure to highlight instances where your meticulousness has made a difference in your work. Whether it's preparing accurate tax returns or managing trust registrations, concrete examples will make your case stronger.
