Trust & Tax Manager - Cheltenham

Job Ref: BBJ921931158
Sector (PP or In-house): Private Practice
Practice Areas: Private Client, Tax
Job Type: Permanent
Date Added: 05 November 2019
  • Cheltenham, Gloucestershire, England, UK & Channel Islands Cheltenham Gloucestershire GBR GL50 2QJ
  • £40,000 - £60,000 per Annum
    ANNUM
  • Briony Barber
  • 0117 917 1874
Chadwick Nott https://www.chadwicknott.co.uk https://www.chadwicknott.co.uk/-/media/chadwicknott/logos/logo.png

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Excellent opportunity for an experienced Trust & Tax Manager to join a Chambers rated team in Cheltenham with an impressive caseload of UK Trust clients and some private wealth clients.

Key Responsibilities will include:

  • Managing your own caseload, client relationships and engaging with all those that may be involved with any given matter, including trustees, beneficiaries and other advisers
  • Pro-actively managing your clients to ensure any tax-planning and/or succession planning issues are considered and acted upon when appropriate
  • Overseeing and contributing towards the timely preparation of trust accounts and tax returns
  • Calculating trustees' liabilities to IHT, CGT and Income Tax and making use of annual exemptions
  • Preparing for and attending trustees' meetings and taking minutes of those meetings
  • Dealing with distributions from trusts, both capital and discretionary income distributions
  • Activating investment reviews
  • Monitoring the performance of investment portfolios
  • Preparing and reviewing trustees' investment policy statements
  • Reviewing and interpreting trust deeds and related documentation with input from the wider team, as appropriate

In return the firm are offering a market leading salary and benefits package.

For further details and to apply please contact Briony at Chadwick Nott.

Chadwick Nott Ltd is acting as an Employment Agency in relation to this vacancy.

Chadwick Nott
05/12/2019 14:54:08
GBP 40000 40000