Job Description
Senior Manager - Trusts & Estates TaxLocation: Cheltenham An established practice is seeking an experienced Senior Manager to strengthen its growing Trusts & Estates tax offering. This is a key appointment with scope for progression and influence across the wider business. About the roleAs Senior Manager, you'll take responsibility for leading and developing the Trusts & Estates tax service line. Your work will combine complex advisory with compliance oversight, ensuring accuracy, client satisfaction, and strategic planning for the future. You'll provide expert advice on inheritance tax planning, trust structuring, and wealth preservation strategies, while overseeing the preparation and review of trust and personal tax returns. Developing strong relationships with clients, solicitors, and wealth managers will be central to your success. Key responsibilities
* Delivering high-level tax advisory and compliance services across trusts and estates.
* Leading on inheritance tax and wealth preservation planning for individuals and families.
* Overseeing trust tax returns and ensuring full compliance with evolving legislation.
* Managing, mentoring, and developing a small tax team.
* Driving business development opportunities and maintaining long-term client relationships.
About youYou will be ACA/ACCA/ATT/CTA qualified (or equivalent), with extensive experience in trusts and estates taxation. A strong communicator, you can explain technical matters clearly to clients, while demonstrating initiative and the ability to work independently. A full driving licence and access to transport is required for occasional travel between offices and client sites. For further details or to apply in confidence, please contact: Andrew Chaplin
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