At a Glance
- Tasks: Manage a dynamic portfolio of trusts and lead a talented team in Cheltenham.
- Company: Join a global legal group with a strong reputation and excellent client base.
- Benefits: Enjoy competitive salary, flexible working hours, and private health care.
- Other info: Hybrid working options available, with great opportunities for professional growth.
- Why this job: Make a real impact while developing your career in trust and tax management.
- Qualifications: Experience in trust management and strong communication skills are essential.
The predicted salary is between 50000 - 60000 £ per year.
The role is a dynamic opportunity to manage a high‑quality portfolio of trusts, oversee a growing team, and work with an excellent client base in Cheltenham, Gloucestershire. Remote/office hybrid working is available and the position is open to both full‑time and part‑time applicants.
Key Responsibilities- Manage a complex portfolio of domestic trusts and trust structures for a high‑calibre client base.
- Proactively manage, mentor and supervise a team of Trust Professionals, ensuring they gain exposure to varied work and progress their careers.
- Deliver and implement complex trust and estate planning advice, covering tax and trust law matters.
- Oversee and contribute to the preparation of annual trust accounts, tax returns and personal tax compliance.
- Calculate Inheritance Tax liabilities and oversee the preparation of IHT returns, liaising with HMRC as required.
- Monitor trust investment performance, prepare and review trustees’ investment policies, ensure effective financial management and oversee trust reporting.
- Participate in client meetings and liaise independently with clients, beneficiaries, banks, investment managers, valuers, and accountants.
- Experience in a similar Trust & Tax Manager position.
- Strong technical knowledge of trust accounting and related policies, plus tax experience and account preparation.
- Excellent organisational skills with the ability to manage workloads and meet deadlines.
- Adaptability to business needs and proactive problem‑solving skills.
- Exceptional communication skills to build external relationships at all levels and with internal teams.
- Confidence as a manager or team leader, able to develop, support and guide team members.
- ACA, ACCA, CTA or STEP qualification is ideal.
- Competitive salary, dependent on experience.
- Permanent role based in Cheltenham, Gloucestershire.
- Open to full‑time and part‑time applicants.
- Remote/office hybrid working and flexible working hours.
- Parking on site.
- Bonus scheme and contributed pension scheme.
- Development opportunities and private health care.
- Additional group benefits.
Trust and Tax Team Manager. Job in Cheltenham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As a Trust and Tax Team Manager at our esteemed Global Legal Group in Cheltenham, you will thrive in a supportive work culture that prioritises employee growth and development. With flexible hybrid working options, competitive salaries, and a comprehensive benefits package including private healthcare and a bonus scheme, we are committed to fostering a rewarding environment where you can manage a high-quality portfolio while mentoring a talented team. Join us to make a meaningful impact in the lives of our clients and advance your career in a dynamic and collaborative setting.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust and Tax Team Manager. Job in Cheltenham LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Trust and Tax Manager role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of how you've managed complex portfolios or led teams. We want to see your expertise shine through!
✨Tailor Your Approach
Every job is unique, so make sure you tailor your conversations to highlight how your experience aligns with their needs. Mention your knowledge of trust accounting and tax law to show you're the perfect fit for their team.
✨Apply Through Us!
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in your job search journey.
We think you need these skills to ace Trust and Tax Team Manager. Job in Cheltenham LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trust & Tax Manager role. Highlight your experience in managing trusts and your technical knowledge of tax law. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your past work that relate to the responsibilities listed in the job description.
Showcase Your Leadership Skills:Since this role involves managing a team, make sure to highlight your leadership experience. Talk about how you've mentored others and helped them grow in their careers. We love seeing candidates who can inspire and guide their teams!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it's super easy!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust accounting and tax law. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in managing complex portfolios.
✨Showcase Your Leadership Skills
As a Trust and Tax Team Manager, you'll need to demonstrate your ability to mentor and guide a team. Think of examples where you've successfully led a team or helped someone grow in their role. This will highlight your managerial skills and adaptability.
✨Prepare for Client Interactions
Since you'll be liaising with clients and various stakeholders, practice how you would handle client meetings. Prepare to discuss how you build relationships and manage expectations, as strong communication is key in this role.
✨Be Ready for Technical Questions
Expect questions that test your technical knowledge, especially around Inheritance Tax liabilities and compliance. Brush up on recent changes in tax law and be ready to explain how these might impact your clients' trusts.
