Cheltenham-based Trust

4 days ago


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 those involved, proactively managing your clients to ensure any tax-planning and/or succession planning issues are considered.

The ideal candidate will have a good legal and commercial understanding of clients' needs, take a hands-on working approach, with strong problem-solving skills. Experience within the Legal sector and a STEP qualification would be advantageous but not essential.

This permanent Trust & Tax Manager role offers a competitive salary of £55,000 per annum dependent on experience, based in Cheltenham, Gloucestershire, along with remote/office hybrid working and a range of benefits.


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