Trust & Tax Manager - Global Legal Group
The role is a dynamic opportunity to manage a high‑quality portfolio of trusts, oversee a growing team, and work with an excellent client base in Cheltenham, Gloucestershire. Remote/office hybrid working is available and the position is open to both full‑time and part‑time applicants.
Key Responsibilities
* Manage a complex portfolio of domestic trusts and trust structures for a high‑calibre client base.
* Proactively manage, mentor and supervise a team of Trust Professionals, ensuring they gain exposure to varied work and progress their careers.
* Deliver and implement complex trust and estate planning advice, covering tax and trust law matters.
* Oversee and contribute to the preparation of annual trust accounts, tax returns and personal tax compliance.
* Calculate Inheritance Tax liabilities and oversee the preparation of IHT returns, liaising with HMRC as required.
* Monitor trust investment performance, prepare and review trustees’ investment policies, ensure effective financial management and oversee trust reporting.
* Participate in client meetings and liaise independently with clients, beneficiaries, banks, investment managers, valuers, and accountants.
Qualifications & Requirements
* Experience in a similar Trust & Tax Manager position.
* Strong technical knowledge of trust accounting and related policies, plus tax experience and account preparation.
* Excellent organisational skills with the ability to manage workloads and meet deadlines.
* Adaptability to business needs and proactive problem‑solving skills.
* Exceptional communication skills to build external relationships at all levels and with internal teams.
* Confidence as a manager or team leader, able to develop, support and guide team members.
* ACA, ACCA, CTA or STEP qualification is ideal.
Benefits & Compensation
* Competitive salary, dependent on experience.
* Permanent role based in Cheltenham, Gloucestershire.
* Open to full‑time and part‑time applicants.
* Remote/office hybrid working and flexible working hours.
* Parking on site.
* Bonus scheme and contributed pension scheme.
* Development opportunities and private health care.
* Additional group benefits.
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