Senior Tax Consultant

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Charles Russell Speechlys LLP Full time

About the Company: Charles Russell Speechlys LLP is a leading law firm providing expert advice on tax planning, trust administration, and succession planning to private clients across the UK.

Job Summary: We are seeking a highly skilled Senior Tax Consultant to join our Trusts and Probate team in Cheltenham. The successful candidate will be responsible for advising clients on their tax planning needs, managing relationships between grant-making charities and applicant charities, and preparing trust accounts and tax returns.

Key Responsibilities: The key responsibilities of this role include:

  • Managing client relationships to ensure that tax-planning and/or succession planning issues are considered and acted upon when appropriate
  • Managing relationships between grant-making charities and applicant charities
  • Dealing with prospective beneficiaries, drafting deeds and associated policies
  • Overseeing the timely preparation of trust accounts and tax returns
  • Calculating trustees' liabilities to IHT, CGT and Income Tax
  • Activating investment reviews
  • Monitoring the performance of investment portfolios
  • Preparing and reviewing trustees' investment policy statements
  • Keeping managers and partners regularly updated with progress on assignments and assisting with billing
  • Complying with all relevant regulatory obligations

Requirements: To be successful in this role, you will need to have a good understanding of trust accounts and taxation of trusts, including calculation of trustees' liabilities to IHT, CGT and Income Tax. You will also need to have experience working with computerised accounts and Trust and Tax software, and excellent IT skills, including MS Office. A good legal and commercial understanding of clients' particular needs is also essential.

Benefits: In addition to a competitive salary, we offer a range of benefits, including:

  • A comprehensive pension scheme
  • Life assurance
  • Income protection insurance
  • An annual bonus scheme

Salary: £70,000 - £90,000 per annum, depending on experience


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