Trust & Tax Manager

4 days ago


Homeworking, UK, United Kingdom Hays Accountancy and Finance Part time

Your new company

Hays 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, within a friendly collegiate team, with the opportunity for future career development and to really add value via expertise/knowledge. The successful candidate will develop broad experience in trust/estate administration and tax advice, whilst developing a more specialised expertise in the type of work that the team's core client base requires. Offering remote/office hybrid working and a competitive benefits package, this is a unique opportunity to join a well-established legal group. Open to finance professionals with personal tax experience and an understanding of preparing accounts, but also open to accountants from practice who want to learn/develop into this role with an interest in Trust accounting.

Your new role

Your key duties will involve overseeing and contributing towards the timely preparation of trust accounts and tax returns, including inheritance tax returns, and dealing with HM Revenue and Customs as required. Calculating trustees' liabilities to IHT, CGT and Income Tax, and making use of annual exemptions, along with dealing with payments and distributions from trusts, both capital and discretionary income distributions. You will manage your own caseload, client relationships and engage with all those that may be involved, proactively managing your clients to ensure any tax-planning and/or succession planning issues are considered, along with preparing/attending trustee's meetings. You will activate investment reviews, monitor the performance of investments, prepare/review investment policy statements, and manage relationships to deal with beneficiaries, drafting deeds, and associated policies. You will review/interpret trust deeds and related documentation, and delegate/supervise the work of more junior members of the team.

What you'll need to succeed

To be considered for this hands-on Trust & Tax Manager role, you will ideally need experience in a similar position, an understanding of trust accounts, taxation of trusts, income tax, and ideally have experience with computerised accounts along with Trust/Tax software. You will be a proactive team player, who is also highly self-motivated and able to work on your own initiative. Possess excellent team working skills, with the ability to collaborate with colleagues of all levels, including mentoring and guiding less experienced members of the team as required, along with being able to build rapport with clients to develop effective working relationships. You 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. The role is open to Accountants from practice with an interest in trust accounting as well as experienced Personal Tax Accountants with an understanding of preparing accounts.

What you'll get in return

This permanent Trust & Tax Manager role offers a competitive salary dependable on experience, based in Cheltenham, Gloucestershire. Remote/office hybrid working offered, bonus schemes, competitive holiday allowance with buy/sell scheme, private medical cover, income protection, contributed pension scheme, life assurance, study package if applicable, and further group benefits. A great opportunity to really add value with future career development by joining an extremely successful Global Legal group.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays



  • Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    Tax Trust Manager or Senior Manager required to join a collaborative team which provides Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of the clients you will work with, has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable...


  • Homeworking, UK, United Kingdom Halliday Marx Full time

    Halliday Marx have partnered with a Top 50 practice who are looking to hire a Personal Tax Manager on a permanent basis. This role has hybrid working. (3 days in the office, 2 from home) ResponsibilitiesBuild and maintain strong relationships with a portfolio of personal tax clients, including high-net-worth individuals and business owners.Manage all aspects...


  • Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    You will be working for a growing Top 50 accountancy and tax advisory practice in Winchester with specialist expertise in the farming and agricultural sector, landed estates and private client spaces providing expert solutions for entrepreneurial businesses and private individuals. Your key responsibilities as a Private Client Tax Assistant Manager will...

  • Interim Tax Manager

    2 weeks ago


    Homeworking, UK, United Kingdom Gleeson Recruitment Ltd Full time

    In House Tax - Interim Tax Project Manager Location - Hybrid/Remote 1 day per week in either London or Bristol Interim | Salary up to £85k About the firm A global leader in environmental and advisory solutions. The Role: This is an interim project role, lasting 12 months, focused on managing tax aspects of restructuring projects within the UK. This...


  • Homeworking, UK, United Kingdom Gleeson Recruitment Ltd Full time

    The Role: A newly created opportunity to work with a highly acquisitive group completing around eight transactions a year globally. Alongside organic growth, this is a strategic objective of the Group. As a result of rapid expansion globally and the acquisition strategy, the Group now has a role for an International tax manager with experience in M&A. The...

  • Personal Tax Manager

    5 months ago


    Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    An opportunity has arisen for a Personal Tax Manager to join a leading and progressive firm of Chartered Accountants, Tax Specialists and Business Advisers in Norwich. Our client values teamwork, respect and excellence, ensuring they are not only the first choice of their clients, but also an employer of choice in Norfolk. The Role The role is to be...

  • Personal Tax Manager

    2 weeks ago


    Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    Exciting opportunity for a Personal Tax Manager or Assistant Manager at a leading firm of chartered accountants and business advisors, located in Norwich or Cambridge with hybrid and flexible working options. Hays is recruiting for a firm known for its commitment to employee development, offering comprehensive training, personal growth, and career...


  • Homeworking, UK, United Kingdom Gleeson Recruitment Ltd Full time

    The Role: A newly created opportunity to work with a highly acquisitive group completing around eight transactions a year globally. Alongside organic growth, this is a strategic objective of the Group. As a result of rapid expansion globally and the acquisition strategy, the Group now has a role for an International tax manager with experience in M&A. The...


  • Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    Corporate Tax Manager or Director is required by a highly respected chartered accountants, tax and business advisers, who work in partnership with clients ranging from entrepreneurs and individuals to multinational corporations. As Corporate Tax Manager, you will work with a variety of clients and sectors, mostly in the OMB space, and will be delivering a...


  • Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    Hays are recruiting a Corporate Tax Manager or Assistant Manager for a progressive firm of Chartered Accountants, Tax Specialists and Business Advisers in Norwich will require UK corporation tax experience or have obtained a strong general practice background incorporating companies and business taxes. This role covers a wide spectrum of clients ranging from...

  • Corporate Tax Manager

    4 weeks ago


    Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    Your new companyHays is happy to be partnering with a Fife-based accountancy firm who has a long history of working with clients across many industries. The company puts employee wellbeing at the forefront of their organisation, promoting a healthy work-life balance with no overtime, even in January when tax returns are at their busiest. The staff and team...


  • Homeworking, UK, United Kingdom Halliday Marx Full time

    Halliday Marx have partnered with a Top50 practice who are looking to hire a Tax Senior / Assistant Manager on an Interim basis for 6 months. This role has hybrid working (3 days in the office, 2 day from home) Responsibilities Build and maintain strong relationships with a portfolio of personal tax clients, including high-net-worth individuals and...


  • Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    Your new companyThis is an opportunity to join one of the UK's foremost Audit, Advisory and Tax experts as Senior Corporate Tax Manager based in the Midlands. Being part of this Firm's Global Team, you will be offering your expertise to organisations across 100 countries.Your new roleIn joining this Firm's Midlands Tax team, you will work closely...


  • Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    Your new companyA leading regional firm of Chartered Accountants, renowned for delivering exceptional client service and innovative solutions.Your new roleAttending monthly management meetings to discuss projects, work allocation, topical tax and staffing.Managing the personal tax team, assisting them with technical queries and completing the more complex...


  • Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    Your new company My client is a relationship-driven medium-sized firm, which has grown significantly in the last 3 years and has better profitability than most firms in the UK (of any size). Their culture, values and model for profitability are both attractive and refreshing and, with PE backing and the right growth recipe, they have some amazing...

  • Tax Assistant Manager

    2 weeks ago


    Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    You will be working for a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, with a wide network of employees and an abundance of inspiring opportunities to join one of their many offices. They are a top ten accountancy firm in the UK and are the number one largest SME practice. As an Assistant Manager, you...


  • Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    Your new company This large International Accountancy Firm is currently looking for an International Tax Consultant to join their team in the Midlands. The client works with a number of large corporate businesses across a highly varied client base. This is a fantastic opportunity for an International Tax candidate to take the next step in their career and...


  • Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    Hays is seeking a Senior Manager of Associate Director for a top tier UK wealth management and professionals' services group. Known for their growth and innovation, our client values integrity and excellence, ensuring they employ the best talent. Their Cambridge office is on a significant growth trajectory and needs a motivated Tax Senior Manager or...


  • HOMEWORKING, , HOMEWORKING,, UK, United Kingdom Labcorp Full time

    Company Overview:At Labcorp, we believe in the power of science to change lives. We are more than 60,000 people across 100 countries who are harnessing science for human good. Our work combines unparalleled diagnosticlaboratories, drug development capabilities and commercial innovations. Together, we fuel scientific breakthroughs and deliver more than 160...

  • Tax Director/Partner

    1 month ago


    Homeworking, UK, United Kingdom Hays Accountancy and Finance Full time

    This is an exciting new opportunity for a Tax Director/Partner which offers equity prospects (if desired) in the medium term. The team are widely geographically spread and work very effectively on a flexible hybrid basis, so there is only an expectation to attend one of their offices once a fortnight (or more if preferred). They're keen to talk to...