Trust & Tax Manager

Join an international law firm that focuses on Private Capital. This role is within the Trusts and Probate team in the Tax, Trusts, and Succession group in Cheltenham. The role collaborates with the UK and international offices on diverse and limitless projects.

The firm is seeking a skilled Trust and Tax Manager to work with the private clients alongside partners in the Tax, Trusts, & Succession group. This role offers career growth within a recognised expert team, focusing on trust/estate administration and tax advice.

You’ll provide a dedicated, personal service to clients, fostering lasting relationships.

Responsibilities:

• Manage caseloads and client relationships
• Address tax and succession planning issues
• Handle trust accounts, tax returns, and liaise with HMRC
• Calculate trustees’ tax liabilities
• Prepare for and attend trustees’ meetings
• Manage payments and distributions from trusts
• Oversee investment reviews and portfolio performance
• Interpret trust deeds and documentation
• Update managers and partners on progress and assist with billing
• Supervise junior team members and manage workloads efficiently
• Ensure compliance with regulatory obligations

Requirements:

• STEP qualification (preferred but not essential)
• Strong understanding of trust accounts and taxation
• Experience with computerised accounts and Trust and Tax software
• Proven team-working skills and ability to mentor junior staff

You will be required to attend the Cheltenham office at least 3 times a week. Part-time employment could be considered for the right professional.