Overview
Here’s your chance to do big-ticket trust work—without commuting into the city. A well-respected professional services firm is looking for a Trust and Tax Manager to join their private wealth team in Cheltenham. You’ll manage your own client portfolio, handle trust tax and estate administration, and work with colleagues across legal, tax, and financial planning.
Responsibilities
* Manage your own client portfolio.
* Handle trust tax and estate administration.
* Work with colleagues across legal, tax, and financial planning.
* Prepare trust accounts and IHT returns.
* Attend trustee meetings.
* Track investments.
* Give practical advice to beneficiaries and families.
Qualifications
* Experience in trust taxation.
Why partner with us
We specialise in tax recruitment, working with boutique consultancies and global firms that trust us to deliver top-tier talent. Many of our roles are exclusive and not advertised elsewhere—so you’re already ahead by being here. But it’s more than just access to hidden opportunities. We take the time to understand your unique skills, career aspirations, and personal goals. By partnering with us, you’ll gain a trusted advisor who’s invested in your success—every step of the way.
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