Trust and Tax Administrator

7 days ago


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

We are currently seeking a talented Trust and Tax Administrator to join our team at Charles Russell Speechlys LLP. As a key member of our Private Client Service team, you will be responsible for supporting trust administration, investment reporting, accounting, and tax compliance.

About the Role
  • We are looking for an individual with strong organisational skills and excellent numerical abilities.

The successful candidate will work closely with the Trust and Tax Managers in a busy Private Client Service, dealing with domestic trusts and high-net worth individuals from the UK and abroad. Key responsibilities include:

  • Preparation of trust accounts for review by the trust manager, involving inputting financial data from bank statements, investment managers' statements, and year-end tax packs.
  • Use of specialist trust and probate computer software packages, including Troika for trust administration and accounting, and Digita for Self-Assessment tax reporting.
  • Compliance work in respect of trusts, including the production of trust accounts and tax returns, and maintaining the FPTCA database.
  • Liaising with internal and external trustees, trust beneficiaries, and taking part in client meetings.
  • Handling all aspects of trust administration, including determining accounting treatment of transactions and major events on each trust matter.
  • Supporting the Trust and Tax Managers in monitoring and planning for major events on trust and family matters.
  • Preparing tax returns for trusts and individuals, ensuring accuracy and timely submission.
Requirements and Qualifications
  • AAT Level 4 or equivalent qualification.
  • Some knowledge and experience of accounts preparation, Self-Assessment workings, and deadlines for trusts and individuals.
  • Computer literacy and intermediate knowledge of Excel.


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

    Job SummaryWe are looking for a highly organized and detail-oriented Trust and Tax Associate to join our team at Charles Russell Speechlys LLP. As a key member of the team, you will work closely with Trust and Tax Managers to provide administrative support, prepare financial statements, and ensure compliance with tax regulations.The successful candidate will...


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

    About the RoleThis role offers an exciting opportunity for a Trust Administration Professional to develop their skills and expertise in trust administration, investment reporting, and complex tax compliance.ResponsibilitiesPrepare and submit trust accounts and tax returns, working closely with the Trust and Tax Managers.Liaise directly with internal and...


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

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Trust and Tax Assistant. As a key member of our Private Client Service, you will play a crucial role in supporting trust administration, investment reporting, accounting, and tax compliance.Responsibilities:Prepare trust accounts for review by the trust...


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

    Job DescriptionThe role of Trust and Tax Assistant at Charles Russell Speechlys LLP involves supporting trust administration, investment reporting, accounting, and tax compliance.Key Responsibilities:Preparation of trust accounts for review by the trust manager, involving inputting financial data from bank statements, investment managers' statements, and...


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

    Job DescriptionWe are seeking a skilled Tax Compliance Specialist to join our Private Client Service team at Charles Russell Speechlys LLP. As a key member of the team, you will work closely with Trust and Tax Managers to support trust administration, investment reporting, accounting, and complex tax compliance.The ideal candidate will have a strong...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    **Company Overview**Hays Accountancy & Finance is partnering with a successful international legal group to recruit a dynamic and experienced Full-time Or Part-time Trust & Tax Manager based in their Cheltenham, Gloucestershire office. This role offers a unique opportunity to join a well-established legal group.The ideal candidate will have experience in...


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

    Job SummaryWe are seeking a skilled and motivated individual to join our team as a Financial Services Administrator. As a Trust and Tax Assistant, you will play a critical role in supporting trust administration, investment reporting, accounting, and tax compliance.Key Responsibilities:Prepare trust accounts and tax returns, ensuring accuracy and adherence...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    **Key Responsibilities**Oversee and contribute towards the timely preparation of trust accounts and tax returns, including inheritance tax returns.Deal with HM Revenue and Customs as required, calculating trustees' liabilities to IHT, CGT and Income Tax, and making use of annual exemptions.Manage your own caseload, client relationships, and engage with all...


  • 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...


  • Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full time

    A Private Wealth Solicitor is required to join Chadwick Nott, a reputable law firm based in Cheltenham, on an estimated salary range of £60,000 - £100,000 per annum.About the OpportunityThe ideal candidate will possess 3+ years of experience in succession and tax planning, estate administration, and trust work. This exciting opportunity offers the chance...

  • Head of Tax Advisory

    2 weeks ago


    Cheltenham, Gloucestershire, United Kingdom Bennett and Game Recruitment LTD Full time

    Role SummaryThis is an exciting opportunity for a qualified Senior Tax Manager to join Bennett and Game Recruitment LTD's expanding team in Cheltenham. As a trusted advisor, you will work closely with business owners to deliver tailored tax solutions, driving growth and success.Key responsibilities include:Providing expert tax advice to SMEs and...


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

    Key ResponsibilitiesProactively manage client relationships to ensure tax-planning and succession-planning issues are addressed timely.Manage grant-making and applicant charities' relationships, draft deeds, and associated policies.Oversee trust accounts and tax returns preparation, including inheritance tax returns, and liaise with HM Revenue and Customs.

  • Tax Manager

    4 weeks ago


    Cheltenham, UK, Gloucestershire, United Kingdom Hays Part time

    Your new companyHays Accountancy & Finance are partnering exclusively with a successful and international legal group to recruit a dynamic and experienced Full-Time Or Part-Time Trust & Tax Manager based in their Cheltenham, Gloucestershire office. Working with the firm’s private clients and a range of partners within the Tax, Trust & Succession group,...


  • Cheltenham, Gloucestershire, United Kingdom Georgiana Head Recruitment Limited Full time

    Role DescriptionWe are seeking a tax specialist to join our team and provide expert advice on taxation matters to clients across the farming and landed estates industry. As a tax specialist, you will be responsible for ensuring that clients are compliant with all relevant taxation laws and regulations.About the RoleThis is an exciting opportunity to join a...

  • Tax Planning Expert

    2 weeks ago


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

    About the RoleWe are seeking an experienced Trust and Tax Manager to join our team at Charles Russell Speechlys LLP in Cheltenham. The successful candidate will work closely with Partners in the Tax, Trusts & Succession group.

  • Tax Director

    5 days ago


    Cheltenham, Gloucestershire, United Kingdom Bishop Fleming Full time

    Bishop Fleming is a leading provider of audit, accountancy, tax, and advisory services in the UK. We are seeking a Tax Director to join our expanding Cheltenham tax team.About the RoleThis role offers the opportunity to work closely with our management team to manage and develop our tax team both locally in Cheltenham and nationally. You will be responsible...


  • Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full time

    Private Client Associate RoleThis role offers an exciting opportunity to provide high-grade, profitable fee earning support in the Private Client Team, advising on and managing a wide range of Private Client issues including wills, probate, LPAs, trusts, estates and tax.Provide fee earning support in the Private Client TeamAdvise on and manage Private Client...


  • Cheltenham, Gloucestershire, United Kingdom Gloucestershire Health and Care NHS Foundation Trust Full time

    At Gloucestershire Health and Care NHS Foundation Trust, we strive to deliver exceptional care to our patients. We are currently seeking a skilled Receptionist to join our administration team.Job OverviewThis is an exciting opportunity for an enthusiastic Part Time Receptionist to work with us. You will be the first point of contact for patients, relatives,...

  • Tax Professional

    2 weeks ago


    Cheltenham, Gloucestershire, United Kingdom Bennett and Game Recruitment LTD Full time

    Bennett and Game Recruitment LTD is seeking a highly experienced Senior Tax Manager to join their dynamic team. This role will be focusing on providing tax and business advice to OMB's, helping them through their life cycle.About the RoleAs a Senior Tax Manager, you will be responsible for providing expert tax and business advice to our clients. You will...


  • Cheltenham, Gloucestershire, United Kingdom Georgiana Head Recruitment Limited Full time

    Job DescriptionWe are seeking a highly skilled Farming Tax Specialist to join our successful Farming and Landed Estates team. As a key member of the team, you will be responsible for managing a portfolio of clients including business owners, families, partnerships, sole traders and HNW individuals and their related companies or trusts.You will work closely...