Trust and Tax Manager Experienced

Reference:  and Tax Manager
- Cheltenham
- Experienced

Location:

Cheltenham Type of Role:
Permanent, Full-time (with hybrid flexibility)
Salary: 65,000 to 85,000A respected and nationally recognised Private Client team is seeking a Trust and Tax Manager to join its Cheltenham office. This is an excellent opportunity to work with high net worth individuals, owner-managed businesses, and large clients, offering a broad and varied workload within a supportive and growing environment.

The Role You'll be responsible for managing a wide range of trust and tax matters, including:

Day-to-day administration of trusts, liaising with trustees, beneficiaries, and professional advisors

Preparing annual trust accounts, tax returns, R185s, and inheritance tax returns

Preparing estate accounts and managing estate income tax reporting

Handling TRS registration and CGT returns on residential property sales

Candidate Requirements This role is suited to an experienced professional with:

Previous experience in a solicitors' firm, accountants' firm, trust company, or equivalent environment

Knowledge of trust and tax administration, ideally including estates holding property, family company shares, and quoted investments

Strong technical and organisational skills

Excellent communication and interpersonal abilities

High attention to detail and accuracyA proactive and motivated approach to managing complex matters

Benefits

The firm offers:

Scottish Widows Pension Scheme Bonus scheme

Electric vehicle scheme
28 days annual leave (plus public holidays)
Happy People / Perks at Work benefits portal

Cycle to Work scheme

Life Assurance1/3 gym membership contribution

Flu vaccinations

Private healthcare insurance

How to Apply

If this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact:

Email:
/ The firm is an equal opportunities employer and welcomes applications from all qualified candidates. Adjustments to the recruitment process can be made to support individual needs.
* 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.*