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.