Trust Tax Manager or Corporate Tax Manager

Trust Tax Manager or Corporate Tax Manager | Cheltenham | £45,000 - £65,000 depending on experience and qualifications

Please only apply if you have ACA, ACCA, ATT, CTA

The roles are based in their Cheltenham Office, but with occasional travel to other offices

The roles are full-time. However, they would consider applicants wishing to work 5 days per week but shorter hours (such as 9am to 3pm).

The Company

My client is a firm of accountants with offices in Pershore, Cheltenham, Ledbury and Twyning. They specialise in working for owner-managed and family-run businesses. They have grown rapidly over the last few years due to the excellent quality of service they offer their clients, which is testament to their dedicated, hardworking and passionate team.

Their culture is built around traditional family values: loyalty, mutual respect, and a strong sense of belonging. They believe in relationships—within their team and with their clients.

Key responsibilities for the Trust Tax Manager

Tax Advisory & Compliance:

• Provide high-level tax advisory services and tax planning.
• Oversee the preparation and review of trust and estate tax returns, ensuring accuracy and compliance.
• Keep up to date with changes in tax legislation and ensure the firm and its clients are informed of relevant developments.

Trust & Estate Planning Services

• Lead the firm’s trust and estate tax services, providing specialist advice to individuals and families.
• Assist clients with trust structuring, inheritance tax planning, and wealth preservation strategies.
• Ensure compliance with trust tax regulations, including the preparation and review of trust tax returns.
• Build relationships with solicitors and wealth managers to develop the firm’s trust and estate services.

Key responsibilities for the Corporate Tax Manager

Tax Advisory & Compliance

• Provide high-level tax advisory services, including corporate, personal, and business tax planning.
• Advise clients on tax-efficient structures, mergers and acquisitions, share option schemes, growth shares, EIS/SEIS, remuneration planning, inheritance tax planning, family investment companies and international tax matters.
• Oversee the preparation and review of corporate and personal tax returns, ensuring accuracy and compliance.
• Keep up to date with changes in tax legislation and ensure the firm and its clients are informed of relevant developments.

Your Profile

The individual must have appropriate qualifications such as ACA, ACCA, ATT, CTA.

Essential qualities (For the Corporate Tax Manager)

• Must have a high level of tax technical knowledge and experience.
• Must be able to work independently, be proactive, able to work under their own steam and show a high level of initiative.

Essential qualities: (For Trust Tax Manager)

• Must have experience of taxation for trusts and estates.
• Must have a high level of tax technical knowledge and experience.

This position will require some travelling between offices and to clients so a driving license and access to your own vehicle are required.

For further information, please contact Rhian Mountjoy

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