Trust & Tax Manager
| Posting date: | 19 March 2026 |
|---|---|
| Hours: | Full time |
| Closing date: | 18 April 2026 |
| Location: | Cheltenham, Gloucestershire, GL501HX |
| Remote working: | Hybrid - work remotely up to 3 days per week |
| Company: | Hays Specialist Recruitment |
| Job type: | Permanent |
| Job reference: | 4781667_1773938317 |
Summary
Your new company
Hays Accountancy & Finance are partnering with a successful & established International Legal Group to recruit a dynamic & experienced Trust & Tax Manager. This is a fantastic opportunity to manage a high‑quality portfolio of trusts, oversee a growing team, and work with an excellent client base. The role is offering a competitive salary & benefits package, based in central Cheltenham, Gloucestershire. Remote/Office hybrid working, flexible working pattern & open to both full-time and part-time applicants. Ideally, you will be experienced in trust accounting, tax processes & preparing accounts, with experience in a similar role - open to professionals looking for a move out of accountancy practice. A unique opportunity where you can really add value with future progression opportunities.
Your new role
Your key duties will involve managing a complex portfolio of domestic trusts and trust structures for a high‑calibre client base. Proactively managing, mentoring, and supervising a team of Trust Professionals, ensuring they gain exposure to varied work and progress their careers. Delivering and implementing complex trust and estate planning advice, covering tax and trust law matters. You will oversee and contribute to the preparation of annual trust accounts and tax returns, plus personal tax compliance. Calculate Inheritance Tax liabilities, overseeing preparation of IHT returns; liaising with HMRC as required. You will monitor trust investment performance, prepare/review trustees investment policies, ensure effective financial management, along with overseeing trust reporting. You will participate in client meetings and liaise independently with clients, beneficiaries, banks, investment managers, valuers, and accountants.
What you'll need to succeed
To be considered for this unique Trust & Tax Manager role, you will need experience in a similar position, strong technical knowledge of Trust accounting & related policies, tax experience, along with knowledge of preparing accounts. Excellent organisational skills to manage workloads to meet deadlines, adaptable to business needs, along with being a proactive problem solver. You will have exceptional communication skills to build external relationships at all levels & with internal management, teams & related parties. You will be a confident manager or team leader, who can develop, support & guide team members. Ideally, you will be ACA/ACCA/CTA qualified or STEP qualified.
What you'll get in return
This permanent Trust & Tax Manager role offers a competitive salary, dependable on experience, and is based in Cheltenham, Gloucestershire. Open to both full-time and part-time applicants. Remote/office hybrid working is offered, parking on-site, flexible working hours, a bonus scheme, contributed pension scheme, development opportunities, private health care & further group benefits. A great opportunity to join a global legal group to really add value within the private client trust department, overseeing a team.
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 about your career.
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