Tax & Trust Manager
Location: Cheltenham

Top 100 law firm are looking for a skilled Tax & Trust Manager to join a thriving Private Client team. This role offers a varied workload supporting high-net-worth individuals, family businesses, and estates.

What you’ll do:

• Manage day-to-day trust administration, liaising with trustees, beneficiaries, and advisors
• Prepare annual trust accounts, tax returns, R185s, and inheritance tax returns
• Handle estate accounts and estate income tax reporting
• Manage TRS registrations and CGT returns on property sales

About you:

• Previous experience in trusts/tax, ideally within a law firm, accountancy practice, or trust company
• Knowledge of estates holding property, family company shares, or quoted investments is an advantage
• Strong organisational skills, attention to detail, and excellent client care

What’s on offer:

• Competitive salary and bonus scheme
• 28 days holiday plus bank holidays
• Pension scheme and life assurance
• Hybrid working and private healthcare
• EV scheme, cycle-to-work, gym contribution, and wellbeing perks

This is a fantastic opportunity to join a supportive, forward-thinking team where you’ll gain responsibility early, work on interesting matters, and enjoy a competitive salary and attractive benefits package.

For more information about this role please contact Hannah Somers at Chadwick Nott.

(t) 0117 917 1929
(m) 07435 943574
(e) hannahsomers@chadwicknott.co.uk