Trust Tax Manager

Trust Tax Manager

Location:

Swindon (Hybrid 2 days in office)

Join a Firm That’s Growing, And Grow With It

We’re partnering with an ambitious, independent firm with a thriving tax division that’s rapidly expanding. With a team of professionals driving a significant percentage of the firm turnover, we’re helping build out something special and you have an opportunity to be part of it.

This is a priority hire to help shape the future of this well established financial practice firms Trust Tax offering.

This is a broad spectrum trust tax role with exposure to everything from compliance to bespoke advisory projects. Your portfolio and work load would typically include:

• Trust accounts and tax return completion
• Deed analysis
• Entry/exit/10-year anniversary charge calculations
• Discretionary and settlor-interested trust work
• New trust setups and family investment company support
• Bespoke, project-based advisory

• Progression & Development:
  You’ll be part of a team that values practical capability and invests in long-term growth.
• Collaborative Culture:
  They thrive on teamwork and shared expertise.
• Flexible Interviewing:
  Remote first-round interviews possible, with a visit to the office required for the final stage.
• Hybrid Working:
  Up to 3 days from home.

• Ideally CTA qualified with 3+ years’ experience
• Strong technical trust tax knowledge
• Practical, experienced, and confident in client communication
• Able to explain and convey complex information in simple terms to non technical clients