Overview
Trust and Tax Manager – Cheltenham – Experienced
Location: Cheltenham
Type of Role: Permanent, Full-time (with hybrid flexibility)
Salary: £65,000 to £85,000
A 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 accuracy
- A 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 Assurance
- 1/3 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: oliviareed@chadwicknott.co.uk
Phone: 0117 917 1515 / 07711 799761
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.*
Job Tenure: Permanent and Full-Time
Salary: £65000 – £85000 per annum
Location: Cheltenham, Gloucestershire
